WILKINSON RICHARD DALE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. WILKINSON RICHARD DALE appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | WORTHPOINTE, LLC | WEALTH MANAGER | LA JOLLA, CA |
| — | Form ADV | ROGERS WEALTH GROUP, INC. | SENIOR VICE PRESIDENT | FORT WORTH, TX |