Kenneth James Wilkinson

Current Employers

Employment History

• 03/1990 → Present
  Wilkinson Insurance Agency
  Pleasanton, CA
• 06/2012 → Present
  Harvest Investment Services, Llc
  Danville, CA
• 01/2000 → Present
  Kenneth J Wilkinson
  Danville, CA

Previous Registrations

• 2004-08-05 → 2017-12-31
  Concourse Financial Group Securities, Inc.
  Danville, CA
  Danville, CA

Other Businesses

1. DBA AND INSURANCE: SPECTRUM SYNERGY GROUP,LLC; INVESTMENT RELATED; 811 SAN RAMON VALLEY BLVD SUITE 100 DANVILLE CA 94526; DAY TO DAY MANAGEMENT. INTAKE INFORMATION, TO CREATE ESTATE DOCUMENTS, FOR THE ATTORNEY'S OF THE CLIENTS CHOOSING. DO FEE FINANCIAL PLANNING (IAR) AND ESTATE WORK. PROCESS SUBMITTED TO PROEQUITIES AND APPROVED BY PROEQUITIES COMPLIANCE DEPT; CEO; STARTED 01/2004; 10 HRS/MO. 2. SELL EQUITY INDEXED ANNUITIES WITH JACKSON NATIONAL LIFE, NORTH AMERICAN LIFE, ALLIANZ, LAFAYETTE LIFE; NOT INVESTMENT RELATED; 10 HRS/MO. 3. LIFE SETTLEMENT WITH 3MARK; NOT INVESTMENT RELATED; OCCASIONALLY 1 HR/MO. 4. MONAVIE DISTRIBUTOR-IN SPECTRUM SYNERGY GROUP, LLC; NOT INVESTMENT RELATED; 811 SAN RAMON VALLEY BLVD, SUITE 100 DANVILLE, CA 94526; INTRODUCE PROSPECTIVE INTERESTED PARTIES TO PRODUCTS AND ATTEND MEETINGS; CEO; STARTED 02/2007; 1 HR/MO. KENNETH WILKINSON POSITION: AGENT NATURE: EIA SALES INVESTMENT RELATED: NO HOURS: 10 INVESTMENT RELATED HOURS: 5 START DATE: 01/10/2000 ADDRESS: 811 SAN RAMON VALLEY BL, SUITE 100, DANVILLE CA 94526 DESCRIPTION: UTILIZE EQUITY INDEXED ANNUITIES TO ENHANCE RETIREMENT OPTIONS AS PART OF AN ASSET ALLOCATION KENNETH WILKINSON POSITION: OWNER NATURE: LIFE INSURANCE & ANNUITIES INVESTMENT RELATED: NO HOURS: 15 INVESTMENT RELATED HOURS: 10 START DATE: 01/03/2000 ADDRESS: 811 SAN RAMON VALLEY BL, SUITE 100, DANVILLE CA 94526 DESCRIPTION: SALE & SERVICING OF LIFE, HEALTH AND DISABILITY INSURANCE ACT AS GENERAL AGENT TO APPRO 10 STRATEGIC PRODUCERS WITH COLUMBUS LIFE THE ANNUITY STORE AND TRANSAMERICA LIFE HARVEST INVESTMENT SERVICES, LLC POSITION: INVESTMENT ADVISOR REPRESENTATIVE NATURE: INVESTMENT ADVISORY SERVICES INVESTMENT RELATED: YES NUMBER OF HOURS: 15 INVESTMENT RELATED HOURS: 12 START DATE: 08/01/2012 ADDRESS: ONE TRANS AM PLAZA, OAKBROOK TERRACE IL 60181 DESCRIPTION: INVESTMENT ADVISOR REP. MANAGED ACCOUNTS VISTA REALTY, INC POSITION: SALES REPRESNTATIVE NATURE: COMMERCIAL REAL ESTATE INVESTMENT RELATED: YES NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 5 START DATE: 09/15/2014 ADDRESS: 671 HOLLIS ST, EMERYVILLE CA 94608 DESCRIPTION: REAL ESTATE SALES LICENSE- MAINLY COMMERCIAL REAL ESTATE ACTIVITY (CA LIC # 01949087) THRUVISTA WEST REALTY, INC (CA LIC # 01201744) THESE ARE DIRECT SALES OR LISTINGSOF MAINLY CLASS A PROPERTIESTO INDIVIDUALS OR ORGANIZATIONS. KENNETH J WILKINSON POSITION: GENERAL AGENT NATURE: EIA SALES INVESTMENT RELATED: NO NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 5 START DATE: 01/10/2000 ADDRESS: 811 SAN RAMON VALLEY BL, SUITE 100, DANVILLE CA 94526 DESCRIPTION: UTILIZE EQUITY INDEXED ANNUITIES TO ENHANCE RETIREMENT OPTIONS AS PART OF AN ASSET ALLOCATION SPECTRUM SYNERGY GROUP,LLC DBA: SYNERGY WEALTH MANAGEMENT GROUP POSITION: CEO NATURE: Estate & Financial Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 7 START DATE: 03/20/2002 ADDRESS: 811 San Ramon Valley Bl, Suite 100, Danville CA 94526 DESCRIPTION: Day to day management. Intake information, to create estate & estate settlement documents, for the attorney's of the clients choosing. Do Fee financial planning(IAR) and estate work. Process submitted to ProEquities and approved by ProEquities compliance dept.Note: Effective in 2015, business re-organized as a CA Corporation instead of an LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-09
• S63 Uniform Securities Agent State Law Examination
  1994-09-09