Best Investors Account Sign in
Inactive

Shane Maxwell Wilkins

Wilkins Advisors, LLC

Fort Worth, TX

Claim This Profile
Current Employers
Wilkins Advisors, Llc

Fort Worth, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-04-27
  • TX RA
    APPROVED
    Since 2022-04-27

Branch Locations

Fort Worth, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
U.S. Dept. Of Agriculture Fort Worth TX 06/2017 Present
Fordham University Bronx NY 09/2014 06/2017
Wilkins Advisors, Llc Fort Worth TX 11/2021 Present
  • 06/2017 → Present
    U.S. Dept. Of Agriculture
    Fort Worth, TX
  • 09/2014 → 06/2017
    Fordham University
    Bronx, NY
  • 11/2021 → Present
    Fort Worth, TX
Other Businesses

* U.S. Department of Agriculture * Non-investment related * 501 W. Felix Street, Building 23, Fort Worth, TX 76115 * Management Analyst * Since 6/2017 * 40 hours per week, ~160 hours per month, Mondays-Thursdays * I would usually be working for USDA during the trading hours of the NYSE Mondays through Thursdays * Duties involve expert analysis of operational data to improve the efficiency and effectiveness of the federal service, also serve as instructional cadre for Lean Six Sigma continuous process improvement projects

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-14
  • S65 Uniform Investment Adviser Law Examination
    2022-04-14

View on SEC IAPD

More in Fort Worth, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor