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Thomas Woodard

Edward Jones

Lompoc, CA

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-02
CA RA APPROVED 2024-09-07
  • TX RA
    APPROVED
    Since 2025-10-02
  • CA RA
    APPROVED
    Since 2024-09-07

Branch Locations

1620 North H Street Suite B, Lompoc, CA 93436 • 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
Kory Robertson Insurance Agency Goleta CA 04/2012 06/2021
Kait Hamilton Insurance Agency Santa Barbara CA 06/2021 09/2022
Courtney Morrow State Farm Insurance Agency Templeton CA 01/2022 09/2022
Edward Jones St Louis MO 07/2024 Present
Mark Jackson State Farm Lompoc CA 09/2022 04/2024
Julia Tipolt State Farm Insurance Agency Lompoc CA 04/2024 07/2024
  • 04/2012 → 06/2021
    Kory Robertson Insurance Agency
    Goleta, CA
  • 06/2021 → 09/2022
    Kait Hamilton Insurance Agency
    Santa Barbara, CA
  • 01/2022 → 09/2022
    Courtney Morrow State Farm Insurance Agency
    Templeton, CA
  • 07/2024 → Present
    Edward Jones
    St Louis, MO
  • 09/2022 → 04/2024
    Mark Jackson State Farm
    Lompoc, CA
  • 04/2024 → 07/2024
    Julia Tipolt State Farm Insurance Agency
    Lompoc, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-04
S63 Uniform Securities Agent State Law Examination 2016-08-30
  • S66 Uniform Combined State Law Examination
    2024-09-04
  • S63 Uniform Securities Agent State Law Examination
    2016-08-30
Other Names
  • Thomas Woodard
  • Thomas Woodard

View on SEC IAPD

Other Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
CENTRAL COAST TAX & FINANCIAL SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
X ADVISORS, LLC
INDEPENDENT FINANCIAL GROUP, LLC

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JULIA GRACE TIPOLT

Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · LOMPOC, CA
J.P. MORGAN SECURITIES LLC · LOMPOC, CA
WELLS FARGO CLEARING SERVICES, LLC · LOMPOC, CA
CENTRAL COAST TAX & FINANCIAL SERVICES · LOMPOC, CA
EDWARD JONES · Lompoc, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Lompoc, CA
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC · Los Alamos, CA
EDWARD JONES · ORCUTT, CA

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