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Elbridge Gerry Wilkinson

Wilkinson Wealth Management, LLC

Tucson, AZ

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Current Employers
Wilkinson Wealth Management, Llc

7411 E Tanque Verde, Tucson, AZ 85715 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2022-01-31
TX RA APPROVED 2021-12-20
  • AZ RA
    APPROVED
    Since 2022-01-31
  • TX RA
    APPROVED
    Since 2021-12-20

Branch Locations

7411 E Tanque Verde, Tucson, AZ 85715 • 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 No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Imus Wilkinson Investment Management, Llc Tucson AZ 06/2011 01/2023
Wilkinson Wealth Management, Llc Tucson AZ 12/2021 Present
Previous Registrations
  • 2011-05-17 → 2022-06-30
    Imus Wilkinson Investment Management, Llc
    Tucson, AZ
  • 2006-05-01 → 2011-05-19
    Rbc Capital Markets, Llc
    Tucson, AZ
    Tucson, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-04-28
S63 Uniform Securities Agent State Law Examination 1987-11-23
  • S66 Uniform Combined State Law Examination
    2006-04-28
  • S63 Uniform Securities Agent State Law Examination
    1987-11-23
Other Names
  • Elbridge Gerry Wilkinson
  • Eldridge Gerry Wilkinson

View on SEC IAPD

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