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Adam Lee Woods

Cedar Mountain Advisors, LLC

Lake Oswego, OR

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Current Employers
Cedar Mountain Advisors, Llc

5285 Meadows Rd Suite 360, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED_RES 2016-06-29
  • OR RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED_RES
    Since 2016-06-29

Branch Locations

5285 Meadows Rd Suite 360, Lake Oswego, OR 97035 • 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
Securities America, Inc. Portland OR 07/2006 10/2019
Cedar Mountain Advisors, Llc Portland OR 07/2006 Present
Previous Registrations
  • 2001-04-26 → 2006-08-02
    New England Securities
    Portland, OR
    Lake Oswego, OR
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-03-23
S65 Uniform Investment Adviser Law Examination 1998-06-11
  • S63 Uniform Securities Agent State Law Examination
    1999-03-23
  • S65 Uniform Investment Adviser Law Examination
    1998-06-11
Other Names
  • Adam Woods

View on SEC IAPD

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Other Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR
NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
RBC CAPITAL MARKETS, LLC · Lake Oswego, OR
CWM, LLC · Lake Oswego, OR
LPL FINANCIAL LLC · LAKE OSWEGO, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Oswego, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

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