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45110 Club Drive Suite B, Indian Wells, CA 92210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-11-22 |
| AZ | RA | APPROVED | 2019-10-03 |
| FL | RA | APPROVED | 2019-08-15 |
| CA | RA | APPROVED | 2019-05-31 |
Branch Locations
45110 Club Drive Suite B, Indian Wells, CA 92210 • 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 |
|---|---|---|---|---|
| Edward R. Woolery | San Diego | CA | 01/1985 | Present |
| Dst Wealth Management Llc | San Diego | CA | 04/2019 | Present |
| Estate Planning Team | San Diego | CA | 10/2013 | Present |
EDWARD WOOLERY, SAN DIEGO, CA. OWNER/BROKER. REAL ESTATE, DEVOTE 20 HOURS A WEEK DURING TRADING HORUS. DEVOTE 20 HOURS A WEEK OUTSIDE TRADING HOURS. ALL NORMAL REAL ESTATE BROKERAGE FUNCTIONS. NON-INVESTMENT RELATED. TEAM MEMBER, ESTATE PLANNING TEAM, 45110 CLUB DRIVE, SUITE B, INDIAN WELLS, CA 92260, DEVOTE 10 HOURS A WEEK DURING TRADING HOURS. ESTATE RELATED PLANNING FOR INDIVIDUALS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-18 |
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