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Current Employers
Cetera Investment Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-14
VA RA APPROVED 2025-07-14
  • TX RA
    APPROVED
    Since 2025-07-14
  • VA RA
    APPROVED
    Since 2025-07-14

Branch Locations

941 Glenwood Station Lane Suite #204, Charolottesville, VA 22901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Charlottesville VA 08/2016 07/2025
Private Advisor Group, Llc Charlottesville VA 05/2021 07/2025
Cetera Wealth Services El Segundo CA 07/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 07/2025 Present
Quo Vadis Financial, Llc Charlottesville VA 12/2017 Present
Quo Vadis Wealth Charlottesville VA 05/2026 Present
  • 08/2016 → 07/2025
    Charlottesville, VA
  • 05/2021 → 07/2025
    Charlottesville, VA
  • 07/2025 → Present
    Cetera Wealth Services
    El Segundo, CA
  • 07/2025 → Present
    Schaumburg, IL
  • 12/2017 → Present
    Quo Vadis Financial, Llc
    Charlottesville, VA
  • 05/2026 → Present
    Quo Vadis Wealth
    Charlottesville, VA
Previous Registrations
Other Businesses

1. NAME OF OTHER BUSINESS: WILKINSON WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 08/2016 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 8 BRIEF DESCRIPTION OF DUTIES: PROVIDE INVESTMENT MANAGEMENT AND FINANCIAL PLANNING SERVICES TO CLIENTS; 2. NAME OF OTHER BUSINESS: QUO VADIS FINANCIAL, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 12/2017 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 8 BRIEF DESCRIPTION OF DUTIES: NO ACTIVITIES PRESENTED TO CLIENTS; DBA WILKINSON WEALTH MANAGEMENT; TAX ENTITY FOR BUSINESS PURPOSES; 3. NAME OF OTHER BUSINESS: QUO VADIS WEALTH INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 05/2026 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: SEC DBA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-01-19
  • S66 Uniform Combined State Law Examination
    2004-01-19
Designations

View on SEC IAPD

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