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Richard Wilkinson

Integrated Wealth Solutions, LLC

York, PA

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Current Employers
Integrated Wealth Solutions, Llc

2651 Carnegie Road, York, PA 17402 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-02-03
PA RA APPROVED 2025-01-31
  • MD RA
    APPROVED
    Since 2025-02-03
  • PA RA
    APPROVED
    Since 2025-01-31

Branch Locations

2651 Carnegie Road, York, PA 17402 • 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
Primerica Shrewsbury PA 03/2012 09/2022
Cape Securities, Inc. Mcdonough GA 09/2022 12/2024
Terrawealth, Llc York PA 09/2022 01/2025
Integrated Wealth Solutions York PA 01/2025 Present
  • 03/2012 → 09/2022
    Primerica
    Shrewsbury, PA
  • 09/2022 → 12/2024
    Cape Securities, Inc.
    Mcdonough, GA
  • 09/2022 → 01/2025
    Terrawealth, Llc
    York, PA
  • 01/2025 → Present
    Integrated Wealth Solutions
    York, PA
Previous Registrations
Other Businesses

-independent licensed insurance agent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-02
S63 Uniform Securities Agent State Law Examination 2012-06-19
  • S65 Uniform Investment Adviser Law Examination
    2015-12-02
  • S63 Uniform Securities Agent State Law Examination
    2012-06-19
Other Names
  • Richard Douglas Wilkinson
  • Doug Wilkinson

View on SEC IAPD

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