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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 | 2025-07-14 |
Branch Locations
941 Glenwood Station Lane Suite #204, Charlottesville, VA 22901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-16 |
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