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Matthew Pearson Blades

Woodard & Co Asset Management Group Inc

Bermuda Run, NC

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Current Employers
Woodard & Co Asset Management Group Inc

117 Kinderton Boulevard, Bermuda Run, NC 27006 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-12-04
FL RA APPROVED 2024-12-04
SC RA APPROVED 2024-12-04
GA RA APPROVED 2021-10-18
NC RA APPROVED 2021-09-29
TX RA APPROVED 2021-09-29
VA RA APPROVED 2021-09-29
  • CO RA
    APPROVED
    Since 2024-12-04
  • FL RA
    APPROVED
    Since 2024-12-04
  • SC RA
    APPROVED
    Since 2024-12-04
  • GA RA
    APPROVED
    Since 2021-10-18
  • NC RA
    APPROVED
    Since 2021-09-29
  • TX RA
    APPROVED
    Since 2021-09-29
  • VA RA
    APPROVED
    Since 2021-09-29

Branch Locations

117 Kinderton Boulevard, Bermuda Run, NC 27006 • 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
State Employees' Credit Union Winston-Salem NC 01/2014 09/2021
Secu Brokerage Services Raleigh NC 04/2016 09/2021
Secu Life Insurance Company Raleigh NC 04/2016 09/2021
Credit Union Investment Services Raleigh NC 08/2016 09/2021
Members Trust Company Tampa FL 09/2017 09/2021
Woodard & Company Asset Management Group, Inc. Bermuda Run NC 09/2021 Present
  • 01/2014 → 09/2021
    State Employees' Credit Union
    Winston-Salem, NC
  • 04/2016 → 09/2021
    Secu Brokerage Services
    Raleigh, NC
  • 04/2016 → 09/2021
    Secu Life Insurance Company
    Raleigh, NC
  • 08/2016 → 09/2021
    Credit Union Investment Services
    Raleigh, NC
  • 09/2017 → 09/2021
    Members Trust Company
    Tampa, FL
  • 09/2021 → Present
    Woodard & Company Asset Management Group, Inc.
    Bermuda Run, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-22
S63 Uniform Securities Agent State Law Examination 2016-08-13
  • S65 Uniform Investment Adviser Law Examination
    2016-12-22
  • S63 Uniform Securities Agent State Law Examination
    2016-08-13
Designations

View on SEC IAPD

Other Firms

H&H INVESTMENT PLANNERS, INC.
DELIBERATE WEALTH
EDWARD JONES
CREDIT UNION INVESTMENT SERVICES
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INDEPENDENT ADVISOR ALLIANCE, LLC
ALPHASTAR CAPITAL MANAGEMENT

Other Investors

JOHN BENNETT WOODARD
JOAN HOLLAND WOODARD
TODD FRANKLIN SENTER
JOHN BENNETT WOODARD
STEVEN WILLIAM HUNGERFORD
BRANDON JEFFREY SCHNEIDER
Slayton Reavis Harpe
JONATHAN BAXTER STOUT

Other Offices

H&H INVESTMENT PLANNERS, INC. · BERMUDA RUN, NC
DELIBERATE WEALTH · ADVANCE, NC
EDWARD JONES · BERMUDA RUN, NC
CREDIT UNION INVESTMENT SERVICES · Bermuda Run, NC
EAGLE STRATEGIES LLC · ADVANCE, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Advance, NC
EDWARD JONES · CLEMMONS, NC
INDEPENDENT ADVISOR ALLIANCE, LLC · CLEMMONS, NC

More in Bermuda Run, NC

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