This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

WOODLAND WEALTH ADVISORS

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 16, 2000earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S65

First exam

Oct 26, 2023

First registration

Feb 16, 2000

Dual registered

no

Other names

HOLLI LOFGREN|HOLLI ANN LOFGREN|Holli A Lofgren

IAPD individual key

2739272

Graph

RIA / Wealth Management

Canonical id

dfx:ria:700c19ef-630f-8ff2-b467-08a9e71cd013

First observed

Feb 16, 2000

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.