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William Joseph Woods

Newedge Advisors

New Orleans, LA

Pittsburg, PA

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Current Employers
Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-11-01
  • PA RA
    APPROVED
    Since 2021-11-01

Branch Locations

858 Camp Street, New Orleans, LA 70130 • United States

1251 Waterfront Place Suite 510, Pittsburg, PA 15222 • 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
Mid Atlantic Capital Group Pittsburgh PA 04/1997 Present
Newedge Advisors Llc New Orleans LA 11/2021 Present
  • 04/1997 → Present
    Mid Atlantic Capital Group
    Pittsburgh, PA
  • 11/2021 → Present
    Newedge Advisors Llc
    New Orleans, LA
Previous Registrations
  • 2009-06-24 → 2021-11-01
    Mid Atlantic Financial Management, Inc.
    Pittsburgh, PA
Other Businesses

1. TBD-Non Investment related-TBD-Buying cars for resale-TBD-May 2020-5Hrs per month-0 Hours per month during trading hours-searching and researching used cares for sale 2. Lisa J. Woods Lifetime Trust-Investment related-Venetia, PA 15367-Trustee-Start date 5-18-22-10 hours per month-0 hours per month during trading hours-Trustee, taking care of her two children

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-12-04
  • S66 Uniform Combined State Law Examination
    2003-12-04

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
ARKADIOS WEALTH ADVISORS
ADG WEALTH MANAGEMENT GROUP, LLC

Other Investors

CHRISTINE CHAMPAGNE MONTZ
JOSEPH CHARLES MONTZ
Morell S Crane
Bennett Lyle Duffy
ALEXANDER BRUCE HARCUS
Mary Elizabeth Brown
RONALD H. DAWSON, JR.
Jessica Leigh Marasco

Other Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
CETERA INVESTMENT ADVISERS LLC · NEW ORLEANS, LA

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