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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2023-10-16 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Duncan | OK | 01/2007 | 11/2020 |
| Raymond James Financial Services Advisors, Inc | Duncan | OK | 01/2009 | 11/2020 |
| J. Kent Wilkinson, Cpa | Duncan | OK | 01/2008 | 09/2016 |
| J. Kent Wilkinson, Cpa | Duncan | OK | 04/2007 | Present |
| Jk Asset Management, Llc | Duncan | OK | 04/2020 | Present |
| Your Money Working, Llc | Duncan | OK | 12/2014 | 11/2020 |
| First Financial Equity Corporation | Duncan | OK | 11/2020 | 04/2022 |
| Cetera Advisor Networks Llc | El Segundo | CA | 04/2022 | 10/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 10/2023 |
| Lpl Financial Llc | Oklahoma City | OK | 10/2023 | Present |
1) 10/06/2023 - J. Kent Wilkinson,CPA - Tax Prep/Accounting/CPA - Owner - OK 73533 - Investment related - 20 Hours per month - Start date: 01/04/2007. 2) 10/06/2023 - JW Wilkinson, LLC - Mineral extraction - sales - OK 73533 - Non investment related - 8 Hours per month - Start date: 07/01/2010. 3) 10/06/2023 - JK Asset Management,LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 140 Hours per month. 4) 11/22/2024- Stan's Legend Tax & Accounting LLC - Tax Prep/Accounting/CPA- Owner - Investment related- At reported business location(s) - start date 1/1/2022- 100 hrs per month / 70hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 1982-12-10 |
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