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250 River Park North Drive, Woodstock, GA 30188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-04 |
| VT | RA | APPROVED | 2025-12-15 |
Branch Locations
3 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Basking Ridge | NJ | 08/2003 | 11/2025 |
| Woodstock Wealth Management, Inc. | Woodstock | GA | 11/2025 | Present |
1. 10/27/2014: Ridge Wealth Management LLC - Not Investment Related - VT ;Dormant Corporation - Started 11/01/2014 - 0 Hours Per Month Not During Securities Trading Hours. 2. 6/10/2016: No Business Name - Not Investment Related - Killington, VT - Partial Real Estate Rental - Started 12/19/2013 - 1 Hour Per Month Not During Securities Trading Hours. 3. 4-17-2026; Sole Prop- Investment Related; Killington, VT, sell non-Securities Insurance; Started 7-23-2003; 1 hour per month not during business hours; sell non-Securities Insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-14 |
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