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Advisor at WOODSTOCK WEALTH MANAGEMENT, INC.
Nashville, TN | 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 | Jul 17, 2018 | n/a | yes | Nashville, TN|WOODSTOCK, GA | Current employment |
| WOODSTOCK FINANCIAL GROUP, INC. | Former SEC adviser | Feb 2, 2016 | Nov 7, 2018 | no | St. Augustine, FL|Canyon, TX|WOODSTOCK, GA|WOODSTOCK, GA|Nashville, TN | Previous registration |
| EDWARD JONES | National bd RIA | Jun 16, 2009 | Feb 5, 2016 | no | ST LOUIS, MO|FAIRFIELD, IA|ST AUGUSTINE, FL|CANYON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WOODSTOCK FINANCIAL GROUP, INC. | WOODSTOCK WEALTH MANAGEMENT, INC. | Nov 7, 2018 | Jul 17, 2018 | -113 | Channel change | RIA to new firm |
| EDWARD JONES | WOODSTOCK FINANCIAL GROUP, INC. | Feb 5, 2016 | Feb 2, 2016 | -3 | Firm change | Other |