AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RC

Rosalie C. Carroll

Some features on this profile are disabled
CRD#: 863092
RC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Rosalie Carol Carroll, who also goes by Rosalie Carol Capaci, Rc Carroll, was a registered financial professional .

Rosalie is a previously registered financial professional and started their career in finance in 1979. Rosalie had worked at 10 firms and has passed the Series 63, Series 7, Series 1, Series 53, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rosalie Carol Capaci | Rc Carroll

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 3, 2011 - May 9, 2013

HILBY WILSON INC.

BD
CRD#: 13417
PHOENIX, AZ
Past

December 3, 2003 - June 8, 2009

EQUIVEST SECURITIES, LLC

BD
CRD#: 127476
SCOTTSDALE, AZ
Past

February 1, 2001 - July 18, 2002

ESTREET SECURITIES, INC.

BD
CRD#: 42678
TEMPE, AZ
Past

January 6, 1998 - January 31, 2001

HERITAGE WEST SECURITIES, INC.

BD
CRD#: 30718
SCOTTSDALE, AZ
Past

March 19, 1997 - December 3, 1997

GAINEY FINANCIAL SERVICES, INC.

BD
CRD#: 27968
SCOTTSDALE, AZ
Past

August 13, 1996 - April 28, 1997

NORCROSS & COMPANY

BD
CRD#: 28570
PHOENIX, AZ
Past

January 1, 1992 - August 1, 1996

PROFESSIONAL ASSET MANAGEMENT, INC.

BD
CRD#: 21125
TROY, MI
Past

May 2, 1988 - January 25, 1990

ROSE SECURITIES CORPORATION

BD
CRD#: 20573
Past

July 24, 1984 - November 17, 1986

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
Past

March 6, 1979 - June 18, 1984

MCCOMBS SECURITIES CO., INC.

BD
CRD#: 565

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/24/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 2/26/1979
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/14/1983
General Securities Principal Examination

Current Firm


HW
HILBY WILSON INC.
HILBY WILSON INC.

CRD#: 13417 / SEC#: , 8-21920

BD
Terminated by SEC on 02/15/2020
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Arizona since 03/25/1977
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
HILBY, BRUCE TITUSPRESIDENT
HILBY, BRUCE TITUSCHIEF COMPLIANCE OFFICER1130540

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HILBY WILSON INC.

CRD#: 13417

TRUST BUT VERIFY

Monitor Rosalie Carroll

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics