Parker Josiah Troutner

Current Employers

Woodstock Wealth Management, Inc.

250 River Park North Drive, Woodstock, GA 30188 • United States

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2023-08-23
TX	RA	APPROVED	2023-08-23

LA RA
APPROVED

Since 2023-08-23
TX RA
APPROVED

Since 2023-08-23

Branch Locations

9002 Six Pines Drive Suite #50, Shenandoah, TX 77380 • United States

Willis, TX • United States

Disclosures

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.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Unemployed	Houston	TX	06/2016	10/2016
Axa Advisors, Llc	New York	NY	10/2016	04/2018
Awm Financial Services Inc. Dba Allied Wealth Management	The Woodlands	TX	05/2018	08/2023
Woodstock Wealth Management, Inc.	Woodstock	GA	08/2023	Present

06/2016 → 10/2016

Unemployed

Houston, TX
10/2016 → 04/2018

Axa Advisors, Llc

New York, NY
05/2018 → 08/2023

Awm Financial Services Inc. Dba Allied Wealth Management

The Woodlands, TX
08/2023 → Present

Woodstock Wealth Management, Inc.

Woodstock, GA

Previous Registrations

2018-05-08 → 2023-10-25

Awm Financial Services Inc.

The Woodlands, TX

Other Businesses

Sole Proprietor; investment related; offers non securities insurance; Willis, Texas; 100 percent owner; started 4/2017; 4 hours a month none during business hours;

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-05-04
S63	Uniform Securities Agent State Law Examination	2016-11-16

S65 Uniform Investment Adviser Law Examination

2018-05-04
S63 Uniform Securities Agent State Law Examination

2016-11-16

Other Names

Parker Troutner

View on SEC IAPD