Edward S Woehlcke

Current Employers

Employment History

• 06/2011 → 09/2016
  Brinker Capital
  Berwyn, PA
• 09/2016 → Present
  H. Beck, Inc.
  Rockville, MD
• 10/2016 → Present
  Valley Financial Group
  Flourtown, PA

Previous Registrations

• 2016-09-09 → 2021-03-31
  Grove Point Investments, Llc
  Flourtown, PA
• 2014-08-11 → 2016-09-06
  Brinker Capital Inc
  Berwyn, PA

Other Businesses

PROPOSED NAME IS WOEDADDY INVESTMENTS POSITION: Sole Proprietor NATURE: Investment-Related OBA not through H. Beck, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/10/2016 ADDRESS: 3009 Fairhill Drive, Collegeville PA 19426 DESCRIPTION: Analyzing the returns on investment real-estate VALLEY FINANCIAL GROUP POSITION: Managing Partner NATURE: Other OBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 10/01/2016 ADDRESS: 1300 Bethlehem Pike, Suite 11, Flourtown PA 19031, United States DESCRIPTION: Managing Partner - Client Services and Management Duties

Exams

• S66 Uniform Combined State Law Examination
  2014-08-08
• S63 Uniform Securities Agent State Law Examination
  2000-07-27

Designations

Other Names

• Edward Stanley Woehlcke
• Edward Stanley Woehlcke