William Rothwell Wilcox

Current Employers

Employment History

• 12/2014 → 12/2018
  Regions Bank
  Clearwater, FL
• 12/2014 → 12/2018
  Cetera Investment Services Llc
  St. Cloud, MN
• 12/2014 → 12/2018
  Cetera Investment Advisers Llc
  Clearwater, FL
• 12/2018 → Present
  United Community Bank
  Rome, GA
• 12/2018 → Present
  Lpl Financial Llc
  Rome, GA

Previous Registrations

• 2015-02-11 → 2018-12-17
  Cetera Investment Advisers Llc
  Rome, GA
  Schaumburg, IL
• 2014-06-05 → 2014-12-03
  Usaa Financial Planning Services
  Tampa, FL
• 2013-09-06 → 2014-05-30
  Belleair Wealth Management, Llc
  Belleair Bluffs, FL
• 2010-06-17 → 2012-05-07
  Bb&T Investment Services, Inc.
  Largo, FL
  Largo, FL
  Spring Hill, FL
  New Port Richey, FL
  Charlotte, NC
• 2009-07-22 → 2009-09-29
  Edward Jones
  Treasure Island, FL
  St Louis, MO
  Treasure Island, FL
• 2007-08-15 → 2009-07-20
  First Legacy Securities, Llc
  Rome, GA
  Blairsville, GA
  Summerville, GA
  Rome, GA
• 2004-07-19 → 2007-08-10
  Crow Financial Advisors
  Rome, GA
• 2003-03-13 → 2004-07-16
  Lpl Financial Llc
  Rome, GA

Other Businesses

1. 07/31/2024 - United Community Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/02/2023 - 160 Hours Per Month/ 120 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-04-14
• S63 Uniform Securities Agent State Law Examination
  1995-06-29

Other Names

• Bill Wilcox
• William Wilcox