Elinos Alton Whitlock

Current Employers

Employment History

• 01/1984 → Present
  Linus Whitlock
  Charlotte, NC
• 07/1996 → Present
  Financial Network Investment Corporation
  Charlotte, NC
• 05/1998 → Present
  Linus Whitlock
  Charlotte, NC
• 08/1999 → 10/2019
  1St Global Capital Corp.
  Charlotte, NC
• 10/1999 → 10/2019
  1St Global Advisors, Inc
  Huntersville, NC
• 03/2006 → 09/2025
  Avantax Insurance Agency, Llc
  Greensboro, NC
• 10/2019 → 09/2025
  Avantax Advisory Services
  Greensboro, NC
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Greensboro, NC
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Greensboro, NC
  Mount Holly, NC
  Ocean Isle Beach, NC
  Greensboro, NC
  Dallas, TX
• 2002-06-19 → 2019-10-25
  1St Global Advisors Inc
  Huntersville, NC

Other Businesses

1) WISDOM WEALTH CARE POSITION: Director of Financial Services NATURE: DBA for Cheryl David's financial services entity INV RELATED: Yes # OF HRS: 140 SECURITIES TRADING HRS: 6 START: 03/01/2017 ADDR: 528 College Rd., Greensboro NC DESC: Manage all financial services activity, engage with clients for discovery, plan presentation, implementation, & review meetings. 2) VARIOUS INSURANCE CARRIERS- LINCOLN FINANCIAL, PROTECTIVE, AVIVA, JACKSON NATIONAL POSITION: REGISTERED REPRESENTARIVE NATURE: INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2013 ADDRESS: Greensboro NC DESCRIPTION: EIA Sales/Service 3) FIXED INSURANCE POSITION: OWNER NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/1993 ADDRESS: Greensboro NC DESCRIPTION: Insurance sales 4) CHERYL DAVID, LLC POSITION: DIRECTOR OF FINANCIAL SERVICES NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 06/01/2004 ADDRESS: Greensboro NC DESCRIPTION: Handle all aspects of financial services with clients & oversee junior financial advisor and assistant. 5) STATE OF NC POSITION: Consultant NATURE: FORENSIC SCIENCE CONSULTING INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 DESCRIPTION: Consulting services 6) WHITLOCK WEALTHCARE, INC POSITION: PRESIDENT NATURE: Financial adviser. INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 6 START DATE: 01/01/2003 ADDRESS: 522 College Rd., #208, Greensboro NC DESCRIPTION: SERVICES ENTITY; 100% OWNERSHIP; OWNER; 01/01/2003; 180 HRS/MO; 6 HRS/TRADE; PROVIDE FINANCIAL SERVICES TO CLIENTS & ACT AS FINANCIAL SERVICES DIRECTOR FOR CHERYL DAVID, LLC 7) RENTAL PROPERTY POSITION: Co-owner NATURE: Beach condo my wife and I have bought together that we will rent INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/21/2017 ADDRESS: 14120 Rhiannon Ln, Huntersville, NC DESCRIPTION: We own it, have hired a local management company to manage the day to day rental operations. Occasionally go to it and do some maintenance work on it. Write checks to pay for bills, may list it on VRBO or AirBnB to solicit more rentals. 8) RENTAL PROPERTY POSITION: Co-owner NATURE: Beach condo is rented out, : a second condo we rent out : a third my wife and I own jointly with others INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 11/21/2017 ADDRESS: 961 Raffaelo View, Mount Holly NC 28120, United States DESCRIPTION: Owners. We have listed it on VRBO and AirBnB to solicit rentals. 9) RENTAL PROPERTY; Co-owner; One beach condo we rent out, and a second condo we rent out; NIR; HRS 10; HRS 1; 11/21/2017; 961 Raffaelo View, Mount Holly NC 28120; We will write checks to pay for bills on it. We have listed it on VRBO and AirBnB to solicit rentals. 10) FIXED ANNUITY SALES POS: Agent NATURE: Annuity Sales and Service INV RELATED: Yes # OF HRS: 2 SECURITIES TRADING HRS: 2 START: 11/29/2023 ADDR: 528 College Rd, Greensboro NC 27410, United States DESC: Agent 11) IMAGERY HOA FINANCE COMMITTEE POS: Member/Officer TBD NATURE: This committee provides advice and recommendations to the HOA Board of Directors. This includes reviews of financial reports on Operating and Reserve Funds for the HOA, developing recommendations for how to structure the savings accounts (checking, money market, CD), policies and procedures for actions that touch on the financial operations of the HOA INV RELATED: Yes # OF HRS: 6 SECURITIES TRADING HRS: 2 START: 06/30/2025 ADDR: 520 Horseshoe Bend Beach Rd., Mount Holly NC 28120, United States DESC: Review monthly financial reports Develop cash management recommendations Review policies to ensure proper oversight of employees. Attend monthly meetings of committee Make recommendations to the Board of Directors as we deem appropriate.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-26
• S63 Uniform Securities Agent State Law Examination
  1993-09-09

Designations

Other Names

• Linus Whitlock