This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

WILKINSON WEALTH MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 23, 1987earliest registration or exam on IAPD

Years in industry

38derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66|S63

First exam

Nov 23, 1987

First registration

May 1, 2006

Dual registered

no

Other names

ELBRIDGE GERRY WILKINSON|ELDRIDGE GERRY WILKINSON

IAPD individual key

1614106

• Occurred

  Jun 30, 2022
  Advisor changed firm

  Elbridge Gerry Wilkinson left Imus Wilkinson Investment Management, Llc for Wilkinson Wealth Management, Llc (registered 2021-12-20)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b673a60e-c745-9800-e335-5f9733b58a47

First observed

May 1, 2006

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.