William John Rolser

Current Employers

Employment History

• 07/1989 → Present
  Grp Financial Group, Inc
  Rockville, MD
• 11/1993 → Present
  Grp Mortgage Corporation
  Rockville, MD
• 01/2013 → 07/2019
  Cetera Advisors Llc
  Denver, CO
• 07/2019 → 11/2020
  Kms Financial Services, Inc.
  Seattle, WA
• 11/2020 → 06/2024
  Securities America, Inc.
  Sterling, VA
• 11/2020 → 11/2024
  Arbor Point Advisors
  Sterling, VA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Sterling, VA
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2020-11-06 → 2024-11-08
  Arbor Point Advisors
  Sterling, VA
• 2019-07-12 → 2020-11-06
  Kms Financial Services, Inc.
  Seattle, WA
  Sterling, VA
  Seattle, WA
• 2012-02-28 → 2019-07-16
  Cetera Advisors Llc
  Greenwood Village, CO
  Sterling, VA
• 2006-11-13 → 2012-02-28
  Pacific West Financial Consultants Inc
  Renton, WA
• 1997-02-21 → 2006-11-10
  Medallion Advisory Services, Llc
  Rockville, MD

Other Businesses

***AEON WEALTH MANAGEMENT POSITION: Advisor NATURE: Insurance sales and service, primarily term life and long-term care. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1996 ADDRESS: 21525 Ridgetop Circle, Suite 175, Sterling VA 20166 DESCRIPTION: Life and long-term care insurance sales and service. ***AEON WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Aeon Wealth Management - Our RIA business will be conducted through Osaic Advisory Services, LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2000 ADDRESS: 21525 Ridgetop Circle, Sterling VA 20166, United States DESCRIPTION: RIA business conducted through Osaic Advisory Services, LLC using Charles Schwab as our platform. **DBA - Aeon Wealth Management **WILLIAM J. ROLSER POSITION: Property Owner NATURE: William J. Rolser - Property Rental INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 28568 San Amaro Drive, Bonita Springs FL 34135 DESCRIPTION: My wife and I own a vacation property in Redmond, Oregon that is also a vacation rental property. We generate income through a property management company that solicits and rents the home to the general public seeking to stay at the resort community of Eagle Crest.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-01-29
• S63 Uniform Securities Agent State Law Examination
  1995-07-12

Other Names

• Bill Rolser