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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_RES | 2025-08-25 |
| VA | RA | APPROVED | 2025-07-16 |
Branch Locations
889 Rio Ct Suite A, Charlottesville, VA 22906 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Capital Management Corporation | Glen Allen | VA | 09/2011 | 12/2017 |
| Lpl Financial Llc | Charlottesville | VA | 01/2019 | 07/2025 |
| Unemployed | Lynchburg | VA | 12/2017 | 01/2019 |
| Private Advisor Group, Llc | Charlottesville | VA | 05/2021 | 07/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 07/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
| Wilkinson Wealth Management | Lynchburg | VA | 09/2019 | Present |
1. NAME OF OTHER BUSINESS: WILKINSON WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2019 POSITION/TITLE/RELATIONSHIP: SENIOR WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: STONE RIDGE CONDO ASSOCIATION INVESTMENT RELATED: NO ADDRESS: 910 BEACH GROVE RD ROSELAND VA 22967 NATURE OF BUSINESS: CONDO ASSOCIATION START DATE: 01/1990 POSITION/TITLE/RELATIONSHIP: SECRETARY APX NUMBER OF HOURS PER WEEK: .01 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: APPROVE EXPENSE INVOICES FOR PAYMENT, REVIEW FINANCIALS, REPORT TO THE BOARD OF DIRECTORS AND OWNERS;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-04-16 |
| S65 | Uniform Investment Adviser Law Examination | 1993-09-23 |
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