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Kevin John Woodcheke

Osaic Advisory Services, LLC

Plantation, FL

Atlanta, GA

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Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-10-04
  • FL RA
    APPROVED
    Since 2023-10-04

Branch Locations

900 S. Pine Island Rd Suite 650, Plantation, FL 33324 • United States

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • 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
Goldman Sachs New York NY 05/2018 09/2023
Unemployed New York NY 02/2018 05/2018
Fidelity Investments Jersey City NJ 04/2016 02/2018
Triad Advisors Norcross GA 09/2023 08/2024
Triad Hybrid Solutions Norcross GA 09/2023 Present
Osaic Wealth, Inc. Plantation FL 08/2024 Present
  • 05/2018 → 09/2023
    Goldman Sachs
    New York, NY
  • 02/2018 → 05/2018
    Unemployed
    New York, NY
  • 04/2016 → 02/2018
    Fidelity Investments
    Jersey City, NJ
  • 09/2023 → 08/2024
    Triad Advisors
    Norcross, GA
  • 09/2023 → Present
    Triad Hybrid Solutions
    Norcross, GA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Plantation, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-07
S63 Uniform Securities Agent State Law Examination 2019-03-12
  • S65 Uniform Investment Adviser Law Examination
    2023-03-07
  • S63 Uniform Securities Agent State Law Examination
    2019-03-12
Other Names
  • Kevin Woodcheke

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Plantation, FL
EDELMAN FINANCIAL ENGINES · PLANTATION, FL
TOBIAS FINANCIAL ADVISORS · PLANTATION, FL
KINGSVIEW WEALTH MANAGEMENT, LLC · PLANTATION, FL
MML INVESTORS SERVICES, LLC · PLANTATION, FL
STERLING WEALTH ADVISORS, INC. · PLANTATION, FL
FARTHER · Plantation, FL
MG&A WEALTH · PLANTATION, FL

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