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Advisor at WOMACK WEALTH MANAGEMENT, INC.
MANHATTAN BEACH, CA | Portland, OR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WOMACK WEALTH MANAGEMENT, INC. | Independent wealth | Jul 8, 2026 | n/a | yes | Portland, OR|MANHATTAN BEACH, CA | Current employment |
| HERITAGE FAMILY STEWARDS, LLC | n/a | Mar 25, 2005 | Dec 31, 2009 | no | PORTLAND, OR | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Jun 3, 2002 | Mar 31, 2003 | no | LAKE OSWEGO, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HERITAGE FAMILY STEWARDS, LLC | WOMACK WEALTH MANAGEMENT, INC. | Dec 31, 2009 | Jul 8, 2026 | 6,033 | Firm change after gap | Other |
| MSI FINANCIAL SERVICES, INC. | HERITAGE FAMILY STEWARDS, LLC | Mar 31, 2003 | Mar 25, 2005 | 725 | Firm change after gap | Other |