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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-07-24 |
Branch Locations
20 Newman Avenue, Building 2 Suite 2001, Runford, RI 02916 • United States
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mathewson Associates | Barrington | RI | 01/2006 | Present |
| Prosperity Capital Advisors | Westlake | OH | 06/2013 | 10/2024 |
| Woodard And Clark | Riverside | RI | 01/2014 | Present |
| Lifetime Advisers Group | Warwick | RI | 09/2023 | Present |
| Alphastar Capital Management | Riverside | RI | 05/2025 | Present |
(1) Mr. Woodard is the owner and Advisor of Woodard & Clark. He is separately licensed as an independent insurance agent and devotes approximately 33% (53 hours) of his professional time per month in Woodard & Clark. (2) Mr. Woodard is a Certified Public Accountant Partner at Matthewson Associates. He provides tax services and devotes approximately 33% (53 hours) of his professional time per month on this OBA. (3) Mr. Woodard jointly owns a rental property with his spouse. Mr. Woodard's spouse handles most of the rental duties and John spends less than 1% of his professional time per month on this activity during non-trading hours. This is a non-securities related activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-14 |
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