Logan Thomas Whitlock

Current Employers

Employment History

• 05/2014 → Present
  Law Office Of Cheryl K. David
  Charlotte, NC
• 05/2014 → 10/2023
  Army National Guard
  Anderson, SC
• 07/2014 → 10/2019
  1St Global Capital Corp
  Greensboro, NC
• 07/2014 → 10/2019
  1St Global Advisors, Inc
  Greensboro, NC
• 11/2014 → 09/2025
  Avantax Insurance Services, Inc.
  Greenboro, NC
• 10/2019 → 09/2025
  Avantax Advisory Services
  Greensboro, NC
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Greensboro, NC
• 06/2017 → Present
  Wisdom Wealth Care
  Greensboro, NC
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Greensboro, NC
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Greensboro, NC
  Greensboro, NC
  Dallas, TX
• 2014-10-20 → 2019-10-25
  1St Global Advisors Inc
  Greensboro, NC

Other Businesses

1) WHITLOCK WEALTH CARE POSITION: FINANCIAL ADVISOR NATURE: Whitlock Wealth Care is the entity started by Linus Whitlock that employs me as a financial adviser. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 7 START DATE: 05/19/2014 ADDRESS: Greensboro NC , United States DESCRIPTION: I do administrative tasks as well as meet with clients 2) WISDOM WEALTH CARE POSITION: Financial Adviser NATURE: Wisdom Wealth Care is the name of the business myself, George McClanahan and Justin Plummer own and operate for our financial clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 06/01/2017 ADDRESS: 528 college Rd, Greensboro NC 27410, United States DESCRIPTION: Financial Advisor and owner 3) RENTAL HOUSE POSITION: Owner NATURE: Renting a condo I own. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/26/2021 ADDRESS: 5707 BRAMBLEGATE RD, GREENSBORO NC 27409; UNITED STATES. DESCRIPTION: Rent out my condo

Exams

• S66 Uniform Combined State Law Examination
  2014-10-20

Designations