Investment adviser representative · Apex Tax & Financial Planning
Alvin L. Wolcott II
CRD 2792237 · Kent, WA
At a glance
Alvin L. Wolcott II is an investment adviser representative with Apex Tax & Financial Planning in Kent, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Alvin’s SEC record dates to 2001, about 25 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Apex Tax & Financial PlanningSince February 2021Kent, WA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Alvin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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