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Michelle Wilkinson

Integrated Wealth Solutions, LLC

York, PA

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Current Employers
Integrated Wealth Solutions, Llc

2651 Carnegie Road, York, PA 17402 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-02-03
PA RA APPROVED 2025-01-31
  • MD RA
    APPROVED
    Since 2025-02-03
  • PA RA
    APPROVED
    Since 2025-01-31

Branch Locations

2651 Carnegie Road, York, PA 17402 • 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
Pfs Investments Inc. Shrewsbury PA 05/2013 09/2022
Primerica Financial Services Shrewsbury PA 03/2012 09/2022
Weis Pharmacy York PA 03/1996 01/2017
Saubel's Pharmacy Shrewsbury PA 11/2019 04/2025
Cape Securities Inc. Mcdonough GA 09/2022 03/2025
Terrawealth, Llc York PA 09/2022 01/2025
Integrated Wealth Solutions York PA 01/2025 Present
  • 05/2013 → 09/2022
    Pfs Investments Inc.
    Shrewsbury, PA
  • 03/2012 → 09/2022
    Primerica Financial Services
    Shrewsbury, PA
  • 03/1996 → 01/2017
    Weis Pharmacy
    York, PA
  • 11/2019 → 04/2025
    Saubel's Pharmacy
    Shrewsbury, PA
  • 09/2022 → 03/2025
    Cape Securities Inc.
    Mcdonough, GA
  • 09/2022 → 01/2025
    Terrawealth, Llc
    York, PA
  • 01/2025 → Present
    Integrated Wealth Solutions
    York, PA
Previous Registrations
Other Businesses

1. INSURANCE SALES; SAME ADDRESS; INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-10-15
S63 Uniform Securities Agent State Law Examination 2013-06-21
  • S65 Uniform Investment Adviser Law Examination
    2015-10-15
  • S63 Uniform Securities Agent State Law Examination
    2013-06-21
Other Names
  • Michelle Lowe
  • Michelle Shores
  • Michelle Shores Wilkinson
  • Michelle S Lowe

View on SEC IAPD

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