Roger Alan Toelke

Current Employers

Employment History

• 05/1980 → Present
  R.A. Toelke & Co.
  Winter Park, FL
• 12/2009 → Present
  Wilbanks Securities, Inc.
  Oklahoma City, OK
• 12/2009 → Present
  Wilbanks Securities Advisory
  Oklahoma City, OK
• 08/2017 → Present
  Dobson Street Llc
  Winter Park, FL

Previous Registrations

• 2010-01-08 → 2018-03-19
  Wilbanks Securities Advisory
  Altamonte Springs, FL
  Oklahoma City, OK
  Altamonte Springs, FL
  Winter Park, FL
• 2000-09-27 → 2009-12-31
  Toelke & Associates, Inc.
• 2008-04-03 → 2009-12-08
  Brookstone Securities, Inc.
  Altamonte Springs, FL
  Orlando, FL

Other Businesses

1) FAUTORES FAMILY OFFICES FROM INDIVIDUALS TO GENERATIONS. (TM) 283 CRANES ROOST BLVD. STE. 120 ALTAMONTE SPRINGS, FL 32701 3/2012-PRESENT.- NOT INVESTMENT RELATED. SMALL BUSINESS CONSULTING-20 HOURS A MONTH ALL DURING TRADING HOURS. TAX PREPARATION- AROUND FIVE HOURS A MONTH WITH ALL BEING DURING MARKET HOURS. PENSION RELATED SERVICES LESS THAN TEN HOURS A WEEK WITH ALL OF THEM DURING MARKET HOURS. LIFE AND HEALTH INSURANCE- FIVE HOURS A MONTH ALL DURING TRADING HOURS. PROVIDES FINANCIAL PLANNING, INVESTMENTS AND FINACIAL EDUCATION FOR INDIVIDUALS AND BUSINESSES. TWO HOURS A MONTH ALL DURING TRADING HOURS. 2) WILBANKS SECURITIES ADVISORY-INVESTMENT ADVISOR REPRESENTATIVE- INVESTMENT RELATED-283 CRANES ROOST BLVD. STE. 120 ALTAMONTE SPRINGS, FL 32701-12/2009-PRESENT- 40 HOURS A MONTH ALL DURING TRADING HOURS. 3) R.A TOELKE AND CO.- OWNER-POLYETHYLENE SALES. NO INVESTMENT RELATED. 283 CRANES ROOST BLVD. STE. 120 ALTAMONTE SPRINGS, FL 32701 LESS THAN ONE HOUR PER MONTH AND LESS THAN ONE HOUR PER MONTH DURING TRADING HOURS. 3-2012-PRESENT. 4)NATIONAL ADVISOR TRUST- OVERLAND PARK KANSAS, 1/2000-PRESENT, SHAREHOLDER. NOT INVESTMENT RELATED. 5 HOURS A MONTH ALL DURING MARKET HOURS. (5))Roger Alan Toelke is ownerof R.A.Toelke Inc. a Polyethylene Film Distributor. He does not offer clients any services or products from this outside activity. He spends less than an hour a month on this outside activity.

Exams

• S66 Uniform Combined State Law Examination
  2000-09-22
• S63 Uniform Securities Agent State Law Examination
  1995-12-11