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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 | 2025-08-12 |
Branch Locations
889 Rio East Court Suite A, Charlottesville, VA 22901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Charlottesville | VA | 03/2024 | 07/2025 |
| Virginia Tech | Blacksburg | VA | 10/2020 | 12/2023 |
| Sullender Utley | Mclean | VA | 06/2023 | 07/2023 |
| Kroger | Blacksburg | VA | 08/2022 | 06/2023 |
| Infinity Power Solutions | Gloucester | VA | 04/2021 | 02/2022 |
| Lowe's | Gloucester | VA | 04/2020 | 10/2020 |
| Rappahannock Community College | Saluda | VA | 06/2019 | 05/2020 |
| Gloucester High School | Gloucester | VA | 08/2015 | 06/2019 |
| Private Advisor Group, Llc | Morristown | NJ | 04/2025 | 07/2025 |
| Cetera Wealth Services | El Segundo | CA | 07/2025 | Present |
| Comprehensive Income Strategies | Charlottesville | VA | 04/2025 | Present |
| Cetera Investment Advisors | Schaumburg | IL | 08/2025 | Present |
| Wilkinson Wealth Management, Llc | Charlottesville | VA | 02/2024 | Present |
1. NAME OF OTHER BUSINESS: COMPREHENSIVE INCOME STRATEGIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 4/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: IN CHARGE OF BUSINESS; 2. NAME OF OTHER BUSINESS: WILKINSON WEALTH MANAGEMENT, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 03/2024; POSITION/TITLE/RELATIONSHIP: OWNER / 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 | 2025-03-03 |
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