Ellwood John Derricks

Current Employers

Employment History

• 09/2005 → 11/2016
  Lpl Financial, Llc
  Baltimore, MD
• 08/2016 → 11/2016
  Financial Advocates Investment Management
  Olympia, WA
• 11/2016 → Present
  Partnership Wealth Managment, Llc
  Towson, MD

Previous Registrations

• 2005-09-16 → 2016-12-19
  Lpl Financial Llc
  Bethesda, MD
  Washington, DC
  Alexandria, VA
  Baltimore, MD
• 2016-09-02 → 2016-12-07
  Financial Advocates Investment Management
  Baltimore, MD
  Olympia, WA
• 2003-07-01 → 2005-09-19
  Wells Fargo Clearing Services, Llc
  Baltimore, MD
• 2001-08-08 → 2003-07-01
  Prudential Equity Group, Llc
  Baltimore, MD

Other Businesses

(1) 12/12/2008: Paws for a Cause, Inc - Community, Civic and Charitable Board - Not Investment Related - At Reported Business Location(s) - 5% Time Spent - Non-profit that I started to help raise money and support other animal non profits in the area. I am the president of the board. (2) 09/14/2016: Partnership Wealth Management, LLC - Registered Investment Advisor Hybrid - DBA: (hybrid) Partnership Wealth Management - Investment Related - 2809 Boston Street, Suite 509, Baltimore, MD 21224 - Start 09/08/2016 - 80 Hr/Mo; 80 Hour(s) During Securities Trading - Partnership Wealth Management, LLC for RIA business through Financial Advocates Investment Management (3) 09/14/2016: Financial Advocates Investment Management - Registered Investment Advisor Hybrid - DBA: (hybrid) Financial Advocates Investment Management - Investment Related - 2809 Boston Street, Suite 509, Baltimore, MD 21224 - Start 09/08/2016 - 80 Hr/Mo; 80 Hour(s) During Securities Trading - IAR of the Hybrid RIA of Financial Advocates Investment Management to be able to charge an advisory, flat, or hourly fee. (4) 09/16/2016: Partnership Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 2809 Boston Street, Suite 509, Baltimore, MD 21224 - Start 09/08/2016 - 100 Hr/Mo; 100 Hour(s) During Securities Trading - There no other businesses or services advertised under this name other than LPL Financial securities business. No one other than LPL Financial registered associates have an interest in this name/entity. This name is not a registered insurance agency. This is not a Registered Investment Advisor (RIA). (5)01/2016: FreeState - 231 East Baltimore St., Suite 1100, Baltimore, MD 21202. Non-profit organization providing education and legal work for the LGBT community. Volunteer Treasurer. Not investment-related. 5 hours a month, 2 hours a month during trading hours. (6)07/28/2021: Little Fenway, LLC - Stevenson, MD 21153. Rental real estate company. Landlord. Not investment-related. 5 hours a month, 1 hour a month during trading hours. Oversee the property, maintenance, and leases for an investment property where PWM and one other business (non-related) are tenants.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-16
• S63 Uniform Securities Agent State Law Examination
  1998-07-17

Designations

Other Names

• Woody Derricks