Ansley Earle Whatley

Current Employers

Employment History

• 12/2006 → 02/2025
  Concourse Financial Group Securities Inc
  Dothan, AL
• 12/2006 → Present
  (Dba) Holman Whatley & Associates
  Dothan, AL
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Dothan, AL
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2006-12-20 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Dothan, AL
  Birmingham, AL
  Dothan, AL
  Birmingham, AL

Other Businesses

(dba) HOLMAN WHATLEY & ASSOCIATES; Investment Related; 200 Grove Park Lane, Suite 100, Dothan, AL 36305; Insurance and Investments; Financial Advisor; Start Date 12/2006; 160 hours per month with the majority of hours per month occurring during trading hours; Sales and service of insurance products. >> BELIEVING PROPERTIES; Non-Investment Related; 200 Grove Park Lane, Suite 100, Dothan, AL 36305; Other; Vice-President; Start Date 11/2006; No hours per month; Property ownership. >> W3 PROPERTIES, LLC; Non-Investment Related; 401 Fox Valley Drive, Dothan, AL 36305; Other; Owner; Start Date 06/2005; No hours per month; No activities or duties. Ownership of property. >> DOTHAN EDUCATION FOUNDATION (DEF); Non-Investment Related; 2431 West Main Street, Suite 301, Dothan, AL 36301; Member; Start Date 01/2016; 2 hours per month; DEF provides support to Dothan City School Teachers and is an intermediary between the community and the Dothan City School Board.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-04-02
• S63 Uniform Securities Agent State Law Examination
  2001-01-29

Other Names

• Trip Whatley
• Ansley E Whatley