Susan Marie Wilkinson

Current Employers

Employment History

• 05/2008 → 07/2025
  Lpl Financial, Llc
  Charlottesville, VA
• 05/2021 → 07/2025
  Private Advisor Group, Llc
  Charlottesville, VA
• 07/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2008 → Present
  Wilkinson Wealth Management, Llc
  Charlottesville, VA

Previous Registrations

• 2021-05-14 → 2025-07-14
  Private Advisor Group, Llc
  Morristown, NJ
  Charlottesville, VA
• 2008-05-07 → 2021-05-20
  Lpl Financial Llc
  Standardsville, VA
  San Diego, CA
  Charlottesville, VA
• 2001-08-03 → 2008-05-29
  Citigroup Global Markets Inc.
  Charlottesville, VA
  Charlottesville, VA

Other Businesses

1. NAME OF OTHER BUSINESS: WILKINSON WEALTH MANAGEMENT, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2008 POSITION/TITLE/RELATIONSHIP: FOUNDER APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: MANAGE THE BUSINESS, OVERSEE ADVISORS, AND MANAGE CLIENT ACCOUNTS. I ALSO ACT IN THE ROLE OF TRUSTEE FOR COMPANIES 401K PLAN; 2. NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: 26 KATHRYN SOPHIE DR, BARBOURSVILLE, VA 22923; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 2/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RENT PROPERTY; 3. NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: 101 DEERWOOD DR, CHARLOTTESVILLE, VA 22911; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 2/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RENT PROPERTY; 4. NAME OF OTHER BUSINESS: CRATIVE WORKS FARM; INVESTMENT RELATED: NO; ADDRESS: CREATIVE WORKS LANE, WAYNESBORO, VA 22980; NATURE OF BUSINESS: BOARD; START DATE: 2/2026; POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD MEETINGS; 5. NAME OF OTHER BUSINESS: MILWIL ENTERPRISES, LLC INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: REAL ESTATE; START DATE: 03/2020; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OWN THE BUILDING AND RENT TO WILKINSON WEALTH MANAGEMENT;

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-08-13
• S65 Uniform Investment Adviser Law Examination
  1996-08-13

Designations

Other Names

• Susan Marie March
• Susan Marie Wolford