William Clay Tucker

Current Employers

Employment History

• 03/2013 → 12/2016
  Asset Management Strategies Inc.
  Canton, GA
• 07/2017 → 06/2021
  Retirement Wealth Advisors, Inc.
  Canton, GA
• 06/2021 → 01/2023
  Catalyst Wealth Management
  Atlanta, GA
• 01/2023 → Present
  Sequent Planning Llc
  Alpharetta, GA
• 10/2009 → Present
  Woodville Group, Llc
  Canton, GA

Previous Registrations

• 2021-06-19 → 2023-01-10
  Catalyst Wealth Management
  Atlanta, GA
• 2017-07-03 → 2021-06-16
  Brookstone Wealth Advisors, Llc
  Canton, GA
  Baton Rouge, LA
• 2013-03-08 → 2016-12-20
  Asset Management Strategies, Inc.
  Canton, GA
• 2010-01-11 → 2010-01-11
  Berthel, Fisher & Company Financial Services, Inc.
  Suwanee, GA
• 2006-10-24 → 2009-09-28
  Bb&T Investment Services, Inc.
  Kennesaw, GA
  Kennesaw, GA
  Kennesaw, GA
  Charlotte, NC
  Charlotte, NC
  Cartersville, GA
• 2004-08-31 → 2006-10-12
  Ironstone Securities, Inc.
  Woodstock, GA
• 2004-08-31 → 2004-09-21
  First Citizens Investor Services, Inc.
  Woodstock, GA
• 2003-12-04 → 2004-07-16
  First Horizon Advisors, Inc.
  Alpharetta, GA

Other Businesses

1) The Woodville Group LLC, Investment Related, 3760 Sixes Road, Suite 126, Canton, GA 30114, Insurance Sales, Owner, Started 10/2009, Approximately 60 hours/month devoted, all hours devoted during securities trading hours, Sale of Life Insurance, Long-Term Care and Annuity Sales. 2) Futurity First Insurance Group - Insurance Agent. 1/2023 to Present. Investment Related. Duties include offering insurance products and services to clients and prospects. 2650 Holcomb Bridge Rd., Suite 630, Alpharetta, GA 30022.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-02-29
• S66 Uniform Combined State Law Examination
  2004-01-06
• S63 Uniform Securities Agent State Law Examination
  1991-01-04

Other Names

• Clay Tucker