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William Hartwell Cox

Wealthcare Capital Management LLC

Richmond, VA

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Current Employers
Wealthcare Capital Management Llc

2 James Center 1021 East Cary Street, #702, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2021-07-20
  • VA RA
    APPROVED
    Since 2021-07-20

Branch Locations

2 James Center 1021 East Cary Street, #702, Richmond, VA 23219 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Elite Investment Team, Llc San Diego CA 04/2019 01/2021
Self Employed North Chesterfield VA 08/2010 Present
Wealthcare Capital Management Llc Richmond VA 07/2021 Present
  • 04/2019 → 01/2021
    Elite Investment Team, Llc
    San Diego, CA
  • 08/2010 → Present
    Self Employed
    North Chesterfield, VA
  • 07/2021 → Present
    Richmond, VA
Previous Registrations
  • 2019-04-23 → 2021-01-06
    Elite Investment Team Llc
    North Chesterfield, VA
    San Diego, CA
  • 2010-04-01 → 2010-06-28
    Next Financial Group, Inc.
    Glen Allen, VA
    Houston, TX
  • 2006-11-28 → 2010-03-31
    Schaumburg, IL
  • 2003-10-20 → 2006-11-27
    Richmond, VA
    Deltaville, VA
  • 2002-04-12 → 2003-07-21
    Securities America Advisors, Inc.
    Richmond, VA
Other Businesses

1)FINANCIAL CONSULTANTS OF EASTERN VA, INC. (DBA, S-CORP); PASSIVE OWNER; NO TIME SPENT; 100% OWNERSHIP; TERM BEGAN 04/07/2010; TERM EXPIRES 08/07/2010; NO COMP 2) Roberts-Funai Insurance Agency, investment related, North Chesterfield, VA, Insurance Agency, Insurance Agent, Start Date 1990, ), approximately 5 hours/month, all during securities trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-06
S63 Uniform Securities Agent State Law Examination 1991-06-20
  • S65 Uniform Investment Adviser Law Examination
    2019-04-06
  • S63 Uniform Securities Agent State Law Examination
    1991-06-20
Designations
Other Names
  • Bill Cox
  • Billy Cox

View on SEC IAPD

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