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Catherine Lorraine Woodman

Holon Wealth Management

Eugene, OR

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Current Employers
Holon Wealth Management

Eugene, OR • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-07-27
CA RA APPROVED 2025-08-22
  • OR RA
    APPROVED
    Since 2026-07-27
  • CA RA
    APPROVED
    Since 2025-08-22

Branch Locations

Eugene, OR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc. Fairfield IA 06/2016 06/2018
Cambridge Investment Research Advisors, Inc. Fairfield IA 06/2016 06/2018
Impact Investors, Inc. San Diego CA 07/2017 Present
Holon Wealth Management Eugene OR 05/2025 Present
Previous Registrations
Other Businesses

Impact Investors, Principal Advisor, Investment-Related, San Diego, California, 160 hours per month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-11-03
S63 Uniform Securities Agent State Law Examination 2000-10-26
  • S65 Uniform Investment Adviser Law Examination
    2000-11-03
  • S63 Uniform Securities Agent State Law Examination
    2000-10-26
Designations

View on SEC IAPD

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