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Debra Marie Wilkens

Private Wealth Asset Management

Omaha, NE

San Anthonio, TX

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Current Employers
Private Wealth Asset Management

1100 Capitol Avenue Suite 200, Omaha, NE 68102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-11-02
  • TX RA
    APPROVED
    Since 2021-11-02

Branch Locations

1100 Capitol Avenue Suite 200, Omaha, NE 68102 • United States

112 E. Pecan St., San Anthonio, TX 78205 • 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
Wells Fargo Clearing Services, Llc Austin TX 03/2021 10/2021
Wells Fargo Bank, Na Austin TX 10/2008 10/2021
Private Wealth Asset Management San Antonio TX 10/2021 Present
  • 03/2021 → 10/2021
    Wells Fargo Clearing Services, Llc
    Austin, TX
  • 10/2008 → 10/2021
    Wells Fargo Bank, Na
    Austin, TX
  • 10/2021 → Present
    Private Wealth Asset Management
    San Antonio, TX
Previous Registrations
  • 2007-08-06 → 2008-10-28
    Waddell & Reed
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-03
  • S66 Uniform Combined State Law Examination
    2007-08-03
Designations

View on SEC IAPD

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