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Joseph Richard Wilkeson

Voya Financial Advisors, Inc.

Windsor, CT

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Current Employers
Voya Financial Advisors, Inc.

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-07-06
  • CT RA
    APPROVED
    Since 2026-07-06

Branch Locations

One Orange Way, Windsor, CT 06095 • 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
The Capitale Grille Hartford CT 02/2011 12/2016
Voya Financial Advisors, Inc. Windsor CT 07/2017 05/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington CT 05/2022 06/2026
Flemings Steakhouse Windsor CT 04/2018 11/2018
Unemployed Windsor CT 12/2016 07/2017
Bank Of America, N.A. Farmington CT 07/2022 06/2026
Voya Financial Advisors West Hartford CT 07/2026 Present
  • 02/2011 → 12/2016
    The Capitale Grille
    Hartford, CT
  • 07/2017 → 05/2022
    Windsor, CT
  • 05/2022 → 06/2026
    Farmington, CT
  • 04/2018 → 11/2018
    Flemings Steakhouse
    Windsor, CT
  • 12/2016 → 07/2017
    Unemployed
    Windsor, CT
  • 07/2022 → 06/2026
    Bank Of America, N.A.
    Farmington, CT
  • 07/2026 → Present
    Voya Financial Advisors
    West Hartford, CT
Previous Registrations
Other Businesses

INDEPENDENT INSURANCE AGENT POSITION: Independent Insurance agent NATURE: Fixed insurance agent sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/14/2026 ADDRESS: One Orange way, Windsor CT 06095, United States DESCRIPTION: Sales and service of fixed insurance products

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-21
S63 Uniform Securities Agent State Law Examination 2016-01-16
  • S65 Uniform Investment Adviser Law Examination
    2018-09-21
  • S63 Uniform Securities Agent State Law Examination
    2016-01-16

View on SEC IAPD

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