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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 2025-08-12
  • VA RA
    APPROVED
    Since 2025-08-12

Branch Locations

889 Rio East Court Suite A, 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
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
  • 03/2024 → 07/2025
    Lpl Financial Llc
    Charlottesville, VA
  • 10/2020 → 12/2023
    Virginia Tech
    Blacksburg, VA
  • 06/2023 → 07/2023
    Sullender Utley
    Mclean, VA
  • 08/2022 → 06/2023
    Kroger
    Blacksburg, VA
  • 04/2021 → 02/2022
    Infinity Power Solutions
    Gloucester, VA
  • 04/2020 → 10/2020
    Lowe's
    Gloucester, VA
  • 06/2019 → 05/2020
    Rappahannock Community College
    Saluda, VA
  • 08/2015 → 06/2019
    Gloucester High School
    Gloucester, VA
  • 04/2025 → 07/2025
    Morristown, NJ
  • 07/2025 → Present
    Cetera Wealth Services
    El Segundo, CA
  • 04/2025 → Present
    Comprehensive Income Strategies
    Charlottesville, VA
  • 08/2025 → Present
    Cetera Investment Advisors
    Schaumburg, IL
  • 02/2024 → Present
    Wilkinson Wealth Management, Llc
    Charlottesville, VA
Previous Registrations
Other Businesses

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;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-03
  • S66 Uniform Combined State Law Examination
    2025-03-03

View on SEC IAPD

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