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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-14 |
| VA | RA | APPROVED | 2025-07-14 |
Branch Locations
941 Glenwood Station Lane Suite #204, Charolottesville, VA 22901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-19 |
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