William Ruben Terry

Current Employers

Employment History

• 11/1994 → 11/2018
  Signator Investors, Inc.
  W Roanoke, VA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Roanoke, VA

Previous Registrations

• 2013-06-24 → 2018-11-02
  Signator Investors, Inc.
  Roanoke, VA
  Atlanta, GA
  Alpharetta, GA

Other Businesses

1. LIFE AND HEALTH FIXED INSURANCE BROKERAGE POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/01/1993 ADDRESS: 2847 Penn Forest Boulevard, Suite 100, Roanoke VA 24018, United States DESCRIPTION: Selling and counseling on fixed insurance products as part of clients overall planning 2. VALLEY FINANCIAL SOLUTIONS POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 03/01/2009 ADDRESS: 2847 Penn Forest Blvd., Suite 100, Roanoke VA 24018, United States DESCRIPTION: Valley Financial Solutions is the name I use to conduct and market my business. 3. TERRY FINANCIAL GROUP POSITION: Co-Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/26/2021 ADDRESS: 2847 Penn Forest Blvd, Suite 100, Roanoke VA 24018, United States DESCRIPTION: Record keeping, bank record keeping 4. NORTH CROSS SCHOOL POSITION: Board of Trustees NATURE: This is a Private School k-12 INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/21/2024 ADDRESS: 4254 Colonial Ave, Roanoke VA 24018, United States DESCRIPTION: Helping school make decisions about expansion and growth and general operations of the management of the school K-12 5. BACK NINE LLC POSITION: owner NATURE: The LLC will purchase and own a golf simulator and putting green which will be located in commercial space rented by the LLC for use by the LLC owners. The LLC owners have no intent to operate the golf simulator and putting green as commercial business but plan plan on using them personally with family and friends. For liability reasons they will form an LLC which will rent the space. This is being done for personal asset protection. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 3800 Electric Rd Building F, Suite 102, Roanoke VA 24018, United States DESCRIPTION: The LLC will purchase and own a golf simulator and putting green which will be located in commercial space rented by the LLC for use by the LLC owners. The LLC owners have no intent to operate the golf simulator and putting green as commercial business but plan plan on using them personally with family and friends. For liability reasons they will form an LLC which will rent the space. This is being done for personal asset protection.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-06-11
• S63 Uniform Securities Agent State Law Examination
  1995-04-03

Other Names

• William R Ii Terry