Timothy Allen Burdick

Current Employers

Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-03-10
GA	RA	APPROVED	2025-03-07

SC RA
APPROVED

Since 2025-03-10
GA RA
APPROVED

Since 2025-03-07

Branch Locations

Atlanta, GA • United States

260 West Coleman Blvd Suite C, Mt Pleasant, SC 29464 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Burdick Financial Inc.,	Cornelius	NC	06/2014	10/2024
Carolina Capital Management	Mount Pleasant	SC	12/2024	Present
Cetera Wealth Services, Llc	El Segundo	CA	12/2024	Present
Cetera Investment Advisers Llc	Schaumburg	IL	03/2025	Present

06/2014 → 10/2024

Burdick Financial Inc.,

Cornelius, NC
12/2024 → Present

Carolina Capital Management

Mount Pleasant, SC
12/2024 → Present

Cetera Wealth Services, Llc

El Segundo, CA
03/2025 → Present

Cetera Investment Advisers Llc

Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: CAROLINA CAPITAL MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 12/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 60 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-02-21
S63	Uniform Securities Agent State Law Examination	1990-07-30

S66 Uniform Combined State Law Examination

2025-02-21
S63 Uniform Securities Agent State Law Examination

1990-07-30

Other Names

Timothy Allen Burdick

View on SEC IAPD