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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
TX RA APPROVED_RES 2025-08-25
VA RA APPROVED 2025-07-16
  • TX RA
    APPROVED_RES
    Since 2025-08-25
  • VA RA
    APPROVED
    Since 2025-07-16

Branch Locations

889 Rio Ct Suite A, Charlottesville, VA 22906 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
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
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: 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;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-04-16
S65 Uniform Investment Adviser Law Examination 1993-09-23
  • S63 Uniform Securities Agent State Law Examination
    2019-04-16
  • S65 Uniform Investment Adviser Law Examination
    1993-09-23
Designations
Other Names
  • Joseph Thomas Antonelli
  • Tom Antonelli
  • J Thomas Antonelli

View on SEC IAPD

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