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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
VA RA APPROVED 2025-09-05
  • VA RA
    APPROVED
    Since 2025-09-05

Branch Locations

314 N Braddock St, Winchester, VA 22601 • 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
Hottel & Willis P.C. Winchester VA 09/2019 12/2025
American Woodmark Corporation Winchester VA 06/2016 12/2016
Hottel & Willis P.C. Winchester VA 01/2017 08/2019
Avantax Investment Services Dallas TX 07/2024 09/2025
Avantax Advisory Services Dallas TX 07/2024 09/2025
50 S Cameron, Llc Winchester VA 08/2025 Present
Cetera Wealth Services, Llc Winchester VA 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
Hw Cpas + Advisors, Pc Winchester VA 12/2025 Present
  • 09/2019 → 12/2025
    Hottel & Willis P.C.
    Winchester, VA
  • 06/2016 → 12/2016
    American Woodmark Corporation
    Winchester, VA
  • 01/2017 → 08/2019
    Hottel & Willis P.C.
    Winchester, VA
  • 07/2024 → 09/2025
    Avantax Investment Services
    Dallas, TX
  • 07/2024 → 09/2025
    Avantax Advisory Services
    Dallas, TX
  • 08/2025 → Present
    50 S Cameron, Llc
    Winchester, VA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Winchester, VA
  • 09/2025 → Present
    Schaumburg, IL
  • 12/2025 → Present
    Hw Cpas + Advisors, Pc
    Winchester, VA
Previous Registrations
  • 2024-11-18 → 2025-09-05
    Avantax Advisory Services
    Dallas, TX
    Winchester, VA
Other Businesses

1) H&W, INC. (PST) POSITION: Shareholder NATURE: Own shares in company that holds commercial real estate. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/30/2024 ADDRESS: 314 N Braddock St, Winchester VA 22601 DESCRIPTION: Investment in stock of commercial real estate company. 2) NAME OF OTHER BUSINESS: HW CPAS + ADVISORS, PC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX AND ACCOUNTING; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: REVIEW INDIVIDUAL AND BUSINESS TAX RETURNS. PROVIDE TAX ADVICE. REVIEW FINANCIAL STATEMENTS. OVERSEE ACCOUNTING FIRM OPERATIONS; 3) H&W, INC POSITION: Owner NATURE: Commerical property that rents to CPA firm. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/30/2020 ADDRESS: 314 N Braddock St, Winchester VA 22601 DESCRIPTION: Owner that collects rent and takes care of any maintenance. 4) BLUE RIDGE YOUTH SOCCER ASSOCIATION INC POSITION: Board member NATURE: NFP that serves the community by providing access to youth centered soccer opportunities for all levels and ages. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 221 Commonwealth Ct, Winchester VA 22602 DESCRIPTION: Board members serve as fiduciaries in their oversight of the club's operations. As part of theirfiduciary responsibility, 5) POWHATAN SCHOOL, INC. POSITION: Board of Trustee NATURE: Established in 1948, Powhatan School is an independent PK-8 Day School accredited by the Virginia Association of Independent Schools and is a member of the National Association of Independent Schools. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 49 Powhatan Ln, Boyce VA 22620 DESCRIPTION: Governed by an independent, Board of Trustees responsible for determining the mission , strategic vision- establishing overall policy, and assuring financial stability. trustees serve in volunteer capacity three year terms 6)Rental Property; Owner; Residential rental unit to tenants; NIR; 0; 10/15/2017; 920 Breckinridge Lane Winchester VA 22601; Collect rent , find tenants, maintenance , repairs, bookkeeping 7) 50 S CAMERON, LLC POSITION: Member NATURE: Formed an LLC on 7/2/2025. Zero activity and work until owner closes on piece of commercial real estate. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/29/2025 ADDRESS: 314 N Braddock St, Winchester VA 22601 DESCRIPTION: Owner collects rent , takes care of maintenance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-18
  • S66 Uniform Combined State Law Examination
    2024-11-18

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