Meredith Gray Woodbridge

Employer firm

Advisor Resource Council CRD 164109

$3.49B regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 02/2020
  Alzheimer's Association Oklahoma Chapter
  Oklahoma City, OK
• 02/2020 → 01/2025
  John D Mitchell & Associates
  Edmond, OK
• 01/2025 → Present
  John D Mitchell& Associates
  Edmond, OK
• 01/2025 → Present
  Advisor Resource Council Llc
  Dallas, TX

Other Businesses

1.Relational Media, non-investment related; same as office; providing adminstrative support for faith based media company, not to exceed 20 hours a month. Start date of 3/12/2021. 2. One Resource Group, investment related; same as office; Insurance Sales; not to exceed 10 hours a month; 3/19/2021; Fixed Insurance Sales. 3. Woodbridge Planning, LLC; insurance sales entity for income- investment related; same as office; fixed insurance sales; sole member and manager; 04/7/2021; 5 hours a month during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-12-19
• S65 Uniform Investment Adviser Law Examination
  2020-11-30

Designations

• Certified Financial Planner