DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WOODSTOCK WEALTH MANAGEMENT, INC.
Woodstock, GA
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 |
|---|---|---|---|---|---|---|
| WOODSTOCK WEALTH MANAGEMENT, INC. | Independent wealth | May 23, 2018 | n/a | yes | Woodstock, GA | Current employment |
| WOODSTOCK FINANCIAL GROUP, INC. | Former SEC adviser | Feb 7, 2006 | Mar 14, 2019 | no | WOODSTOCK, GA|WOODSTOCK, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WOODSTOCK FINANCIAL GROUP, INC. | WOODSTOCK WEALTH MANAGEMENT, INC. | Mar 14, 2019 | May 23, 2018 | -295 | Channel change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 38095:283472:GA:2019-03-14 | Mar 14, 2019 | May 23, 2018 | WOODSTOCK, GA | Firm change after gap |