Richard Wilkins

Current Employers

Employment History

• 09/2010 → 03/2024
  Principal Life Ins Co
  Ponte Vedra, FL
• 09/2010 → 03/2024
  Principal Securities
  Ponte Vedra, FL
• 03/2024 → Present
  Thepartners Wealth Management
  Carmel By The Sea, CA
• 05/2024 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2012-10-17 → 2024-04-04
  Principal Securities, Inc.
  Jacksonville, FL
  Ponte Vedra, FL
  Jacksonville, FL
  Ponte Vedra, FL
  Ponte Vedra, FL
  Maitland, FL
  Maitland, FL
  Ponte Vedra Beach, FL

Other Businesses

1. Fixed Insurance. Investment Related. At Registered location. Independent Insurance agency. Agent. Fixed/Traditional Insurance. 3/2024. 10-12 hrs/month all during trading hrs. Provide insurance advice based on the needs of clients. 2. PKSF. Investment Related. At Registered location. Independent Insurance agency. Agent. Fixed/Traditional Insurance. 3/2024. 10-12 hrs/month all during trading hrs. Provide insurance advice based on the needs of clients. 3. BASEBALL TRAINING, COACHING, CONSULTING; 848 Mill Stream Rd, Ponte Vedra Beach FL 32082, United States; Baseball Coach NATURE: Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/28/2022; DESCRIPTION: Teaching, coaching, and consulting in the baseball arena. 4. The Partners Wealth Management dba Ocean Pointe Financial Group. Investment Related. 299 Webster Street, Monterey, CA, 93940. RIA. IAR. Started 03/2024. 150 hrs/month with 140 during trading hrs. Provide investment advice to clients. 5. Outside Group Health Insurance. Investment Related. various carriers, less than 1 hour monthly, placed through Sync Insurance, 2211 Lee Rd., #212, Winter Park, FL 32789. Annual renewal of group health plan.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-15
• S63 Uniform Securities Agent State Law Examination
  2012-05-29

Other Names

• Rick Wilkins