Troy Willcox has been an investment adviser representative at Gilbert Greg RIA since October 2026, and is not listed among the firm’s executive officers or direct owners.
Gilbert Greg RIA, LLC is an Oakland, CA firm with $174M under management, 657 clients and 35 advisers across 35 offices, as of its May 2026 filing.
Troy Willcox’s longest registration was under a year at Forthright Capital (2025–2026). Before joining Gilbert Greg RIA in 2026, Troy Willcox was registered through Forthright Capital and Forthright Capital Advisory.
- – present · under a yearSaginaw, TX · Adviser representative · Firm CRD 304981
- Forthright Capital– · under a yearSaginaw, TX · Adviser representative · Firm CRD 323596
- Forthright Capital Advisory– · under a yearSaginaw, TX · Adviser representative · Firm CRD 323596
Investment adviser representative registrations
Troy Willcox is registered as an investment adviser representative in Texas, since October 2026.
- TexasSince 6 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 March 2025 |
| Series 34 | Retail Off-Exchange FOREX Examination | 20 July 2014 |
| Series 3 | National Commodity Futures Examination | 12 July 2014 |
| Series 7 | General Securities Representative Examination | 28 March 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 October 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 26 September 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Retail Off-Exchange FOREX Examination
- Name
- National Commodity Futures Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Troy Russell Willcox
- CRD
- 5597528
- Firm
- Gilbert Greg RIA · CRD 304981
- Office
- Saginaw, TX
- Registration
- Investment adviser registration
- In the industry since
- August 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Troy Willcox work?
Troy Willcox is an investment adviser representative registered through Gilbert Greg RIA, LLC since October 2026, and is not listed among the firm’s executive officers or direct owners.
Is Troy Willcox a financial advisor?
Yes. Troy Willcox has a current investment-adviser registration in Texas, through Gilbert Greg RIA since October 2026.
How many years of experience does Troy Willcox have?
Troy Willcox has 1 year in the financial industry, since August 2025, across 2 adviser firms.
What exams has Troy Willcox passed?
Troy Willcox has passed 6 licensing exams: the Series 6, Series 63, Series 7, Series 3, Series 34 and Series 65. The earliest, the Series 6, was passed in September 2008.
Where did Troy Willcox work before Gilbert Greg RIA?
Before Gilbert Greg RIA, Troy Willcox was registered through Forthright Capital Advisory, April 2025 to August 2025.
Where is Troy Willcox based?
Troy Willcox’s registered office is in Saginaw, TX.
Is Troy Willcox registered with FINRA?
No. Troy Willcox has no current broker registration.
How can I verify Troy Willcox’s record?
Search CRD 5597528 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Troy Willcox’s full registration record.