DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jillianne Wilkinson
Feed of 09/15/2026
At current firm
9 y
since Aug 14, 2017
In the industry
26 y
since Feb 28, 2000 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Stonex Advisors Inc. BD affiliated currentsince Aug 14, 2017 · Cheyenne, Wy
- Bts Asset Management, Inc. independent RIAJul 6, 2017 to Oct 26, 2017 · Cheyenne, Wy
- Synergy Investment Group, LLC formerApr 26, 2012 to Nov 21, 2017 · Kannapolis, Nc
- Synergy Investment Group, LLC formerFeb 17, 2005 to Mar 7, 2012 · Charlotte, Nc
- Main Street Advisors, LLC formerNov 25, 2003 to Jul 12, 2004 · Fort Collins, Co
Moves
a registration end followed by a registration begin elsewhere
- Synergy Investment Group, LLC to Bts Asset Management, Inc.left Nov 21, 2017, registered Jul 6, 2017 (-138 days) · Other
- Bts Asset Management, Inc. to Stonex Advisors Inc.left Oct 26, 2017, registered Aug 14, 2017 (-73 days) · Other
- Main Street Advisors, LLC to Synergy Investment Group, LLCleft Jul 12, 2004, registered Feb 17, 2005 (220 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address