William David Wolcott

Current Employers

Advisory Services Network

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2021-09-20

FL RA
APPROVED

Since 2021-09-20

Branch Locations

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Holiday, FL • 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

Organization	City	State	From	To
West Coast Financial Group	Lutz	FL	09/2004	09/2021
Lincoln Investment Planning, Inc.	Lutz	FL	09/2005	09/2021
West Coast Financial Group	Lutz	FL	09/2004	09/2021
Advisory Services Network, Llc	Atlanta	GA	09/2021	Present

09/2004 → 09/2021

West Coast Financial Group

Lutz, FL
09/2005 → 09/2021

Lincoln Investment Planning, Inc.

Lutz, FL
09/2004 → 09/2021

West Coast Financial Group

Lutz, FL
09/2021 → Present

Advisory Services Network, Llc

Atlanta, GA

Previous Registrations

2005-10-04 → 2021-09-16

Lincoln Investment

Lutz, FL

Lutz, FL
2015-10-19 → 2021-09-16

Capital Analysts

Lutz, FL

Other Businesses

INSURANCE AGENT POSITION: AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: NO NUMBER OF HOURS: 40 INVESTMENT RELATED HOURS: 40 START DATE: 09/01/2004 DESCRIPTION: SALES SUPPORT AND SALES OF FIXED INSURANCE PRODUCTS( LIFE, ANNUITY, AND LTC)

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2000-05-18

S63 Uniform Securities Agent State Law Examination

2000-05-18

Designations

Other Names

Dave Wolcott

View on SEC IAPD