William Maddox Wilkinson

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2023-12-01
NY	RA	APPROVED	2022-05-03

Branch Locations

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

Organization	City	State	From	To
Equitable Advisors, Llc	New York	NY	02/2021	04/2022
Unemployment	Pawleys Island	SC	12/2019	02/2021
Washington And Lee University	Lexington	VA	09/2016	12/2019
Rustic Table	Pawleys Island	SC	06/2016	09/2016
Washington And Lee University Department Of Economics	Lexington	VA	06/2019	12/2019
Georgetown County Economic Development Council	Georgetown	SC	06/2018	09/2018
Hanser House Restaurant	Pawleys Island	SC	06/2018	09/2018
Scribe America	Pawleys Island	SC	06/2017	09/2017
Raymond James & Associates, Inc	Greenwich	CT	04/2022	Present

02/2021 → 04/2022

Equitable Advisors, Llc

New York, NY
12/2019 → 02/2021

Unemployment

Pawleys Island, SC
09/2016 → 12/2019

Washington And Lee University

Lexington, VA
06/2016 → 09/2016

Rustic Table

Pawleys Island, SC
06/2019 → 12/2019

Washington And Lee University Department Of Economics

Lexington, VA
06/2018 → 09/2018

Georgetown County Economic Development Council

Georgetown, SC
06/2018 → 09/2018

Hanser House Restaurant

Pawleys Island, SC
06/2017 → 09/2017

Scribe America

Pawleys Island, SC
04/2022 → Present

Raymond James & Associates, Inc

Greenwich, CT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-01-20