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Robert Wilkinson

Advisors Asset Management, Inc.

Doylestown, PA

Boca Raton, FL

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Current Employers
Advisors Asset Management, Inc.

18925 Base Camp Road Suite 203, Monument, CO 80132 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-09-14
  • PA RA
    APPROVED
    Since 2021-09-14

Branch Locations

Doylestown, PA • United States

1499 W. Palmetto Park Road Suite 401, Boca Raton, FL 33486 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nuveen Securities Llc Chicago IL 04/2014 04/2021
Advisors Asset Management, Inc Monument CO 04/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-06
S63 Uniform Securities Agent State Law Examination 2004-05-20
  • S65 Uniform Investment Adviser Law Examination
    2014-06-06
  • S63 Uniform Securities Agent State Law Examination
    2004-05-20
Other Names
  • Robert Paul Wilkinson

View on SEC IAPD

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