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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-05-04 |
Branch Locations
889 Rio East Court Suite A, Charlottesville, VA 22901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A. N. Culbertson & Company, Inc. | Charlottesville | VA | 02/2022 | 04/2024 |
| Unemployed | San Francisco | CA | 09/2020 | 01/2022 |
| Van Strum & Towne | San Francisco | CA | 02/1999 | 08/2020 |
| Tiaa | Charlottesville | VA | 09/2024 | 04/2026 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlottesville | VA | 09/2024 | 04/2026 |
| Unemployed | Charlottesville | VA | 04/2024 | 09/2024 |
| Wilkinson Wealth Management | Charlottesville | VA | 05/2026 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2026 | Present |
1. NAME OF OTHER BUSINESS: WILKINSON WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 05/2026 POSITION/TITLE/RELATIONSHIP: CHIEF INVESTMENT OFFICER APX NUMBER OF HOURS PER WEEK: 45 APX NUMBER OF HOURS DURING TRADING HOURS: 45 BRIEF DESCRIPTION OF DUTIES: CHIEF INVESTMENT OFFICER WILL BE RESPONSIBLE FOR BROAD DISCUSSIONS AND REVIEWS OF CAPITAL MARKETS AS WELL AS FOR MANAGING CLIENT RELATIONSHIPS; 2. NAME OF OTHER BUSINESS: BRIDGEWATER COLLEGE INVESTMENT RELATED: NO ADDRESS: BRIDGEWATER, VA 22812 NATURE OF BUSINESS: BOARD OR COMMITTEE POSITIONS START DATE: 11/2021 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: VOLUNTEER BOARD MEMBER WITH GENERAL OVERSIGHT AND DISCUSSIONS OF STRATEGIC DIRECTION OF THE COLLEGE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-22 |
| S65 | Uniform Investment Adviser Law Examination | 1999-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-14 |
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