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250 River Park North Drive, Woodstock, GA 30188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-11-16 |
| VT | RA | APPROVED | 2020-12-24 |
| FL | RA | APPROVED | 2020-07-17 |
| NJ | RA | APPROVED | 2018-07-25 |
| TX | RA | APPROVED_RES | 2018-07-18 |
Branch Locations
Saratoga Springs, NY • United States
250 River Park North Drive, Woodstock, GA 30188 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodstock Financial Group | Woodstock | GA | 04/2009 | 12/2019 |
| Woodstock Wealth Management | Woodstock | GA | 06/2018 | Present |
| Saint Bernard Financial Services, Inc. | Russellville | AR | 12/2021 | 09/2022 |
1. CBG FINANCIAL, INC.; NON-INVESTMENT RELATED; Saratoga Springs, NY 12866; DBA FOR RELATIONSHIP WITH WOODSTOCK WEALTH MANAGEMENT; PRESIDENT; STARTED 03/2006; DEVOTES 4 HOURS A MONTH OF WHICH NONE ARE DURING TRADING HOURS; DUTIES INCLUDE PAYING EXPENSES FOR OFFICE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-24 |
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