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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)12 years in industry

JONATHAN DAVID WILKINS

Advisor at LPL FINANCIAL LLC

Apollo Beach, FL | ST PETERSBURG, FL | SAN DIEGO, CA | SUN CITY CENTER, FL

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Search this name across graphsid dfx:ria:c99da818-6975-85bc-6994-a50282c210b4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 20, 2019 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Dec 26, 2015
First registration: Feb 20, 2019
Dual registered: yes, broker-dealer
IAPD individual key: 6327264

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LPL FINANCIAL LLC	Bd affiliated wealth	May 14, 2025	n/a	yes	SUN CITY CENTER, FL\|Apollo Beach, FL\|SAN DIEGO, CA\|ST PETERSBURG, FL	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Jan 2, 2025	May 15, 2025	no	SUN CITY CENTER, FL	Previous registration
PAYANT WEALTH MANAGEMENT GROUP	Former SEC adviser	May 7, 2020	Jan 6, 2025	no	SUN CITY CENTER, FL	Previous registration
WASHBURN CAPITAL MANAGEMENT INC.	Independent wealth	May 8, 2019	Feb 5, 2020	no	VERO BEACH, FL	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Feb 20, 2019	Apr 29, 2019	no	Orlando, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC WEALTH, INC.	LPL FINANCIAL LLC	May 15, 2025	May 14, 2025	-1	Bulk transfer	Ibd to ibd
PAYANT WEALTH MANAGEMENT GROUP	OSAIC WEALTH, INC.	Jan 6, 2025	Jan 2, 2025	-4	Firm change	RIA to ibd
WASHBURN CAPITAL MANAGEMENT INC.	PAYANT WEALTH MANAGEMENT GROUP	Feb 5, 2020	May 7, 2020	92	Firm change	RIA to RIA
CHARLES SCHWAB & CO., INC.	WASHBURN CAPITAL MANAGEMENT INC.	Apr 29, 2019	May 8, 2019	9	Firm change	Ibd to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
134854:23131:FL:2025-01-06	Jan 6, 2025	Jan 2, 2025	SUN CITY CENTER, FL	Firm change

Relationships

Registered with (5)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
May 14, 2025 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Jan 2, 2025 to May 15, 2025factForm ADV
→ PAYANT WEALTH MANAGEMENT GROUPRegistered adviserregistration: previous registration
May 7, 2020 to Jan 6, 2025factForm ADV
→ WASHBURN CAPITAL MANAGEMENT INC.Registered adviserregistration: previous registration
May 8, 2019 to Feb 5, 2020factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Feb 20, 2019 to Apr 29, 2019factForm ADV

Dated events

Occurred
Jan 6, 2025
Advisor changed firm
Jonathan David Wilkins left Payant Wealth Management Group for Osaic Wealth, Inc. (registered 2025-01-02)
Form ADVobserved 6 days ago