William Midgely Eastwood

Current Employers

Employment History

• 02/2007 → 10/2019
  1St Global Capital Corp.
  Melbourne, FL
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Melbourne, FL
• 10/2019 → 09/2025
  Avantax Advisory Services
  Melbourne, FL
• 12/2023 → Present
  Eastwood And Associates Wealth Strategies, Llc
  Melbourne, FL
• 12/2023 → Present
  Eastwood And Associates Wealth Strategies, Llc
  Melbourne, FL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Melbourne, FL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Melbourne, FL
• 03/2007 → 09/2025
  Avantax Insurance Services, Inc.
  Melbourne, FL
• 02/2007 → 10/2019
  1St Global Advisors, Inc.
  Melbourne, FL
• 01/2005 → Present
  Eastwood & Associates
  Melbourne, FL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Melbourne, FL
• 2007-03-05 → 2019-10-25
  1St Global Advisors Inc
  Melbourne, FL
• 2002-09-03 → 2007-02-15
  Investacorp Advisory Services Inc
  Melbourne, FL
• 1994-03-14 → 2002-08-28
  Ubs Financial Services Inc.
  Melbourne, FL

Other Businesses

1) FIXED INSURANCE SALES POSITION: Sales NATURE: INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 DESCRIPTION: GROUP TERM PLUS RENEWALS ON PREVIOUSLY WRITTEN LIFE 2) TRUMBALL CONDO ASSOCIATION POSITION: SECRETARY NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/28/2016 ADDRESS: Melbourne FL 32935, United States DESCRIPTION: Attend meetings, take notes, and vote on spending money to maintain buildings exterior and surrounding grounds. 3) EASTWOOD & ASSOCIATES WEALTH STRATEGIES POSITION: Financial services firm NATURE: Financial services INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 2/2007 DESCRIPTION: Provide financial services to clients 4) AHI PROPERTIES OF BREAVRD LLC POSITION: Managing Member NATURE: It is a rental Property business that I own 50% with my wife Alice Eastwood. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 06/15/2007 ADDRESS: 3210 N Wickham Rd, Suite 4, Melbourne FL 32935, United States DESCRIPTION: Collect rent and pay bills along with make sure any required maintenance is done on the property. I can enter into lease agreements with tenants. 5) TRUMBALL CONDO ASSOCIATION POSITION: SECRETARY NATURE: RENTAL REAL ESTATE Condo association INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/28/2016 ADDRESS: 3585 Hammock Trail, Melbourne FL 32934, United States DESCRIPTION: Attend meetings, take notes, and vote on spending money to maintain buildings exterior and surrounding grounds. I was added as a signatory on the bank account to pay monthly bills.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-03-28
• S63 Uniform Securities Agent State Law Examination
  1994-03-16

Designations

Other Names

• Bill Eastwood