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250 River Park North Drive, Woodstock, GA 30188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-10-24 |
| NC | RA | APPROVED | 2018-11-13 |
| TX | RA | APPROVED | 2018-06-13 |
Branch Locations
250 River Park North Drive, Woodstock, GA 30188 • United States
12258 Queenston Blvd Suite F, Houston, TX 77095 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Cypress | TX | 11/2015 | 05/2017 |
| Raymond James Financial Services Advisors Inc. | Cypress | TX | 12/2015 | 05/2017 |
| Woodstock Financial Group, Inc | Woodstock | GA | 06/2017 | 12/2019 |
| Woodstock Wealth Management, Inc. | Woodstock | GA | 06/2018 | Present |
1. Covenant Wealth Management; Investment Related; 12258 Queenston Blvd., Suite F , Houston, TX 77095; DBA for office of Woodstock Wealth Management, Inc. and selling non-securities insurance; Owner; 06/2012; 5 a month which are during trading hours; Pay branch expenses and offer non-securities insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-29 |
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