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Joseph Christopher Wilkinson

Westbourne Investment Advisors Inc.

Annapolis, MD

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Current Employers
Westbourne Investment Advisors Inc.

410 Severn Avenue Ste 409, Annapolis, MD 21403 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-06-22
  • MD RA
    APPROVED
    Since 2023-06-22

Branch Locations

410 Severn Avenue Ste 409, Annapolis, MD 21403 • 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
Westbourne Investment Advisors Inc. Bethesda MD 01/2018 Present
Millennial Media Baltimore MD 06/2014 10/2016
Sito Mobile Jersey City NJ 01/2016 07/2017
Unemployed Ashland VA 08/2017 12/2017
  • 01/2018 → Present
    Westbourne Investment Advisors Inc.
    Bethesda, MD
  • 06/2014 → 10/2016
    Millennial Media
    Baltimore, MD
  • 01/2016 → 07/2017
    Sito Mobile
    Jersey City, NJ
  • 08/2017 → 12/2017
    Unemployed
    Ashland, VA
Previous Registrations
  • 2009-11-03 → 2014-03-24
    Mullaney Trust
    Ashland, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-05
  • S65 Uniform Investment Adviser Law Examination
    2018-02-05

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · ANNAPOLIS, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ANNAPOLIS, MD
CETERA INVESTMENT ADVISERS LLC · Annapolis, MD
RCS FINANCIAL PLANNING, LLC · ANNAPOLIS, MD
AMERIPRISE FINANCIAL SERVICES, LLC · Annapolis, MD
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