James Nathaniel Wilkerson

Current Employers

Employment History

• 05/2006 → Present
  Wfgia
  Tampa, FL
• 01/2008 → Present
  Hedidit Llc
  Tampa, FL
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Tampa, FL
• 10/2014 → Present
  Reachup, Inc.
  Tampa, FL
• 07/2021 → 03/2022
  Mpower America
  Henderson, NV
• 03/2022 → Present
  Southside Falls Hoa
  Apollo Beach, FL
• 01/2016 → Present
  Wealthwave
  Johns Creek, GA
• 02/2022 → Present
  Pinnacle Financial Services
  Warminster, PA
• 06/2024 → Present
  All Needs Community Development Corporation Inc
  Tampa, FL
• 12/2024 → Present
  El Bethel Church Board
  Tampa, FL
• 07/2025 → Present
  Netlaw
  Louisville, KY
• 08/2025 → Present
  Heartland Institute Of Financial Education
  Greenwood Village, CO
• 09/2024 → Present
  Moss Point High School Alumni Association, Inc
  Moss Point, MS

Previous Registrations

• 2010-12-10 → 2012-01-06
  Investment Advisors International, Inc.
  Lakeland, FL

Other Businesses

Sales of Insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). WealthWaveJOHNS CREEKGeorgiaUnited StatesYesNone 01/2016PRESENT REACHUP, INC.; NOT INVESTMENT RELATED; 2902 N. ARMENIA AVE, STE 100, TAMPA FL 33607; ACHIEVE EQUALITY IN HEALTHCARE AND POSITIVE HEALTH FOR FAMILIES; BOARD MEMBER; 10/2014; 5 HRS/MONTH; ENSURE THAT THE ORGANIZATION DOES THE BEST WORK POSSIBLE IN PURSUIT OF ITS GOALS HEDIDIT LLC/NO//PART OWNER/7/2007/TAMPA FL 33614//THIS ACTIVITY IS WHERE THE INDIVIDUAL WAS BUYING HOMES AND SELLING THE CONTRACT ONLY SOUTHSIDE FALLS HOA / INVESTMENT RELATED - NO / 5831 CASCADE FALLS DRIVE, APOLLO BEACH FL 33572 / BOARD MEMBER - SERVE AS A REPRESENTATIVE FOR THE RESIDENTS IN THE COMMUNITY REGARDING QUALITY OF LIFE WITH THE COMMUNITY / HOURS PER MONTH: 45 / HOURS DURING SECURITIES TRADING HOURS: 0 / APPROVED WITH RESTRICTIONS Pinnacle Financial Services Investment \\ Investment Related: no. \\ Business Address: 65 W. Street Rd, Suite A-101, Warminster, PA. 18974 \\ Nature: Medicare Insurance Plans || Position: Rep \\ Hours: 20 per month \\ Securities hours: 0 \\ Description: Assist Medicare eligible individuals with plan selection and enrollment. ALL NEEDS COMMUNITY DEVELOPMENT CORPORATION INC \ POSITION: BOARD DIRECTOR NATURE: Social Support Resources INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 06/07/2024 ADDRESS: 2121 SOUTH 78TH ST, TAMPA FL 33619-5910 \ DESCRIPTION: WILL SERVE AS A DIRECTOR ON THE BOARD, AND THOSE DUTIES WILL BE ONLY AS REQUIRED WHEN BOARD OVERSIGHT IS NEEDED. MOSS POINT HIGH SCHOOL ALUMNI ASSOCIATION, INC POSITION: DIRECTOR NATURE: BOARD MEMBER SUPPORTING EDUCATIONAL INITIATIVES INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/09/2024 ADDRESS: MOSS POINT HIGH SCHOOL ALUMNI ASSOCIATION, PO BOX9105, MOSS POINT MS 39563, United States DESCRIPTION: REVIEW INFO ON EDUCATIONAL INITIATIVES AND VOTE ON PROPOSAL ASSOCIATED WITH THEIR IMPLEMENTATION. WITH VIRTUAL MEETINGS MONTHLY FOR 90MINS AFTER NORMAL WORKING HOURS. EL BETHEL CHURCH BOARD POSITION: BOARD MEMBER NATURE: CHURCH BOARD INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/14/2024 ADDRESS: 2121 S 78TH ST, TAMPA FL 33619, United States DESCRIPTION: ONLY WHEN NECESSARY TO DISCUSS BUSINESS DECISIONS REGARDING CHURCH OPERATIONS MAYBE AN HOUR A MONTH. NETLAW POSITION: REFERRAL REP NATURE: TRUSTS & WILLS INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/30/2025 ADDRESS: 12910 SHELBYVILLE RD, LOUISVILLE KY 40243, United States DESCRIPTION: AS CLIENTS REQUST ASSISTANCE WITH WILLS AND TRUSTS. HEARTLAND INSTITUTE OF FINANCIAL EDUCATION POSITION: CERTIFIED FINANCIAL EDUCATOR NATURE: FINANCIAL EDUCATION INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 8301 E PRENTICE AVE, SUITE 312, GREENWOOD VILLAGE CO 80111, United States DESCRIPTION: I PROMOTE AND PROVIDE FINANCIAL EDUCATION COURSES TO BUSINESSES AND EMPLOYER GROUPS AS A HEARTLAND CFED.

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-02-10

Designations