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

Branch Locations

941 Glenwood Station Lane Suite #204, Charlottesville, 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
Wilkinson Wealth Management, Llc Charlottesville VA 06/2022 08/2023
University Of Virginia Charlottesville VA 08/2018 06/2022
University Of Florida Athletic Association Gainesville FL 06/2015 05/2018
Unemployed Gainesville FL 05/2018 08/2018
Lpl Financial Llc Charlottesville VA 08/2023 07/2025
Private Advisor Group, Llc Morristown NJ 10/2023 07/2025
Cetera Wealth Services Llc El Segundo CA 07/2025 Present
Quo Vadis Financial Llc Charlottesville VA 02/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 07/2025 Present
Quo Vadis Wealth El Segundo CA 05/2026 Present
  • 06/2022 → 08/2023
    Wilkinson Wealth Management, Llc
    Charlottesville, VA
  • 08/2018 → 06/2022
    University Of Virginia
    Charlottesville, VA
  • 06/2015 → 05/2018
    University Of Florida Athletic Association
    Gainesville, FL
  • 05/2018 → 08/2018
    Unemployed
    Gainesville, FL
  • 08/2023 → 07/2025
    Lpl Financial Llc
    Charlottesville, VA
  • 10/2023 → 07/2025
    Morristown, NJ
  • 07/2025 → Present
    Cetera Wealth Services Llc
    El Segundo, CA
  • 02/2025 → Present
    Quo Vadis Financial Llc
    Charlottesville, VA
  • 07/2025 → Present
    Schaumburg, IL
  • 05/2026 → Present
    Quo Vadis Wealth
    El Segundo, CA
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: 06/2022 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR 2. NAME OF OTHER BUSINESS: QUO VADIS FINANCIAL LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BUSINESS ENTITY FOR TAX / INVESTMENT PURPOSES START DATE: 02/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR / EMPLOYEE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: W-2 EMPLOYEE FOR THIS PASS-THROUGH LLC ENTITY SET-UP FOR TAX PURPOSES. DBA WILKINSON WEALTH MANAGEMENT 3. NAME OF OTHER BUSINESS: QUO VADIS WEALTH; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 5/15/2026; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-16
  • S66 Uniform Combined State Law Examination
    2023-10-16

View on SEC IAPD

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