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Current Employers
Essex Private Wealth Management Llc

7 Grove Street Suite 201, Topsfield, MA 01983 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2009-09-09
  • MA RA
    APPROVED
    Since 2009-09-09

Branch Locations

7 Grove Street Suite 201, Topsfield, MA 01983 • 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
Huntwicke Securities, Llc (F/K/A Phalanx Trading, Llc) Topsfield MA 02/2008 Present
Huntwicke Capital Group Topsfield MA 03/2009 Present
Essex Private Wealth Management, Llc (F/K/A Huntwicke Advisors) Topsfield MA 03/2009 Present
Huntwicke Financial, Inc. (F/K/A Magnolia Lane Financial) Topsfield MA 01/2014 Present
Ipswich Brewery Partners Topsfield MA 03/2019 Present
  • 02/2008 → Present
    Huntwicke Securities, Llc (F/K/A Phalanx Trading, Llc)
    Topsfield, MA
  • 03/2009 → Present
    Huntwicke Capital Group
    Topsfield, MA
  • 03/2009 → Present
    Essex Private Wealth Management, Llc (F/K/A Huntwicke Advisors)
    Topsfield, MA
  • 01/2014 → Present
    Huntwicke Financial, Inc. (F/K/A Magnolia Lane Financial)
    Topsfield, MA
  • 03/2019 → Present
    Ipswich Brewery Partners
    Topsfield, MA
Previous Registrations
  • 2006-04-10 → 2008-07-30
    Woodland Asset Management, Llc
    Topsfield, MA
  • 2005-12-09 → 2006-04-28
    Winslow, Evans & Crocker, Inc.
    North Andover, MA
    Boston, MA
Other Businesses

1) Manager, Huntwicke Financial, Inc. (f/k/a Magnolia Lane Financial), an owner and manager of various commercial properties. 7 Grove St., Topsfield, MA 01983. Start date January 2014; 10 hrs./month; 0 hrs. during trading hours. Investment related. 2) President, Huntwicke Capital Group, the holding company of Huntwicke Securities, LLC, Ipswich Brewery Partners, Mercury Brewing and Distribution Co. (a beer brewery), Essex Private Wealth Management, LLC, and Skillz Check Soccer (youth soccer training). This holding co. has no business operations, but Mr. Woodland participates in the management of the underlying entities, including overseeing business decisions affecting each entity. All of his duties in that capacity are not investment related and are uncompensated. 7 Grove Street, Topsfield MA, 01983. Start date December 2009; varying hours/week, up to approximately 14 hours during trading hours. 3) Manager, Ipswich Brewery Partners, a commercial real estate rental company. 7 Grove Street, Topsfield MA, 01983. Duties include authorizing leases and rental-related activities. Start date March 2019; 4 hrs/week, 0.5 hrs during trading hours. Investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-12-08
S63 Uniform Securities Agent State Law Examination 1993-09-10
  • S65 Uniform Investment Adviser Law Examination
    2005-12-08
  • S63 Uniform Securities Agent State Law Examination
    1993-09-10

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