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Daniel Joseph Wilkison

Wilkison Investment Services, LLC

Snoqualmie, WA

CRD 3242605

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Employer firm

Wilkison Investment Services, LLC CRD 116880

$26.5M regulatory AUM 45 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Wilkison Investment Services, Llc

Issaquah, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2001-04-29
  • WA RA
    APPROVED
    Since 2001-04-29

Branch Locations

Snoqualmie, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wilkison Investment Services Bellevue WA 03/2001 Present
  • 03/2001 → Present
    Wilkison Investment Services
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-02-23
S63 Uniform Securities Agent State Law Examination 1999-07-01
  • S66 Uniform Combined State Law Examination
    2000-02-23
  • S63 Uniform Securities Agent State Law Examination
    1999-07-01
Other Names
  • Daniel J Wilkinson

View on SEC IAPD

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