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Inactive

Bo Wilkinson

Albion Financial Group

Salt Lake City, UT

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Current Employers
Albion Financial Group

812 East 2100 South, Salt Lake City, UT 84106 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-09-16
  • UT RA
    APPROVED
    Since 2025-09-16

Branch Locations

812 East 2100 South, Salt Lake City, UT 84106 • 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
Albion Financial Group Salt Lake City UT 06/2025 Present
Harvest Lane Honey Tooele UT 03/2025 05/2025
Crossover Clothing Llc Tooele UT 08/2023 05/2025
Utah Grizzlies West Valley City UT 06/2022 08/2023
Clearlink Remote XX 05/2020 06/2022
Big 5 Sporting Goods Tooele UT 10/2019 05/2020
Full Time College Student Phoenix AZ 08/2017 09/2019
Birch Family Pharmacy Tooele UT 11/2015 12/2016
Unemployed Tooele UT 12/2016 08/2017
  • 06/2025 → Present
    Albion Financial Group
    Salt Lake City, UT
  • 03/2025 → 05/2025
    Harvest Lane Honey
    Tooele, UT
  • 08/2023 → 05/2025
    Crossover Clothing Llc
    Tooele, UT
  • 06/2022 → 08/2023
    Utah Grizzlies
    West Valley City, UT
  • 05/2020 → 06/2022
    Clearlink
    Remote, XX
  • 10/2019 → 05/2020
    Big 5 Sporting Goods
    Tooele, UT
  • 08/2017 → 09/2019
    Full Time College Student
    Phoenix, AZ
  • 11/2015 → 12/2016
    Birch Family Pharmacy
    Tooele, UT
  • 12/2016 → 08/2017
    Unemployed
    Tooele, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-16
  • S65 Uniform Investment Adviser Law Examination
    2025-07-16

View on SEC IAPD

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ALLEN RAY MCNEAL
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Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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