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250 River Park North Drive, Woodstock, GA 30188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-27 |
| NJ | RA | APPROVED | 2018-06-28 |
Branch Locations
250 River Park North Drive, Woodstock, GA 30188 • United States
95 Christopher Columbus Drive 16Th Floor, Jersey City, NJ 07302 • 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, Inc | Woodstock | GA | 08/2014 | 11/2018 |
| Woodstock Wealth Management, Inc. | Woodstock | GA | 06/2018 | Present |
1. TOMOLONIS FINANCIAL, LLC: INVESTMENT RELATED; 95 CHRISTOPHER COLUMBUS DRIVE, 16TH FLOOR, JERSEY CITY, NJ 07302; PAY EXPENSES FOR 1099 INCOME FOR INSURANCE CARRIERS AND ADVISORY BUSINESS THROUGH WOODSTOCK WEALTH MANAGEMENT INC. OFFICE; WEALTH ADVISOR; STARTED 08/2014; DEVOTES APPROXIMATE 2 HOURS A MONTH WHICH NONE ARE DURING TRADING HOURS; DUTIES INCLUDE NON SECURITIES INSURANCE AGENT FOR VARIOUS CARRIERS AND CONDUCTING ADVISORY BUSINESS THROUGH WOODSTOCK WEALTH MANAGEMEMT, INC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-01 |
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