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Current Employers
Parkwoods Wealth Partners, Llc

222 South Central Avenue Suite 500, Clayton, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2025-03-25
  • ME RA
    APPROVED
    Since 2025-03-25

Branch Locations

Portland, ME • United States

222 South Central Avenue Suite 500, Clayton, MO 63105 • 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
Instream Solutions Mclean VA 07/2010 07/2017
Mclean Asset Management Corp Mclean VA 02/2015 12/2024
Retirement Researcher, Llc Portland ME 08/2018 12/2024
Parkwoods Wealth Partners, Llc Syracuse NY 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-19
  • S66 Uniform Combined State Law Examination
    2006-12-19
Designations

View on SEC IAPD

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