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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-04-01 |
| WA | RA | APPROVED | 2026-01-27 |
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 |
|---|---|---|---|---|
| Student | Waterford | CT | 08/2014 | 06/2018 |
| Tri-Town Foods | East Lyme | CT | 09/2016 | 09/2018 |
| Westside Marketplace | Rocky Hill | CT | 08/2018 | 11/2018 |
| Bob's Stores | Meriden | CT | 11/2018 | 12/2018 |
| Specialty Printing | East Windsor | CT | 01/2019 | 03/2019 |
| Connecticut Spring And Stamping | Farmington | CT | 03/2019 | 09/2019 |
| Adidas | Spartanburg | SC | 09/2019 | 12/2019 |
| The French Quarter Inn | Charleston | SC | 01/2020 | 09/2021 |
| Homemaker | Goose Creek | SC | 09/2021 | 12/2021 |
| Wilkinson Financial Group, Llc (Sole Proprietor) | Goose Creek | SC | 12/2021 | 09/2023 |
| New York Life | Charleston | SC | 09/2023 | 12/2023 |
| Harris Teeter | Mount Pleasant | SC | 01/2024 | 08/2024 |
| Sales Focus | North Charleston | SC | 08/2024 | 10/2024 |
| The Harbourview Inn | Charleston | SC | 10/2024 | 03/2025 |
| Fifth Third Bank | North Charleston | SC | 03/2025 | 07/2025 |
| Hyatt Regency | Seattle | WA | 08/2025 | 11/2025 |
| Homemaker | Seattle | WA | 12/2025 | 01/2026 |
| Valic Financial Advisors Inc | Seattle | WA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-09 |
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