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3737 Buffalo Speedway Suite 400, Houston, TX 77098 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2021-09-22 |
| TX | RA | APPROVED | 2021-09-21 |
Branch Locations
3737 Buffalo Speedway Suite 400, Houston, TX 77098 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Amarillo | TX | 12/2004 | 01/2017 |
| Cwm Llc | Amarillo | TX | 10/2014 | 09/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2017 | 09/2021 |
| Pinnacle Financial Group | Amarillo | TX | 11/2014 | 10/2018 |
| Woodard Properties, Llp | Amarillo | TX | 05/2014 | Present |
| Hospice Dme Of Az | Amarillo | TX | 12/2006 | Present |
| Lpl Financial, Llc | Amarillo | TX | 09/2021 | Present |
| Intrua Financial, Llc | Amarillo | TX | 09/2021 | Present |
1. 09/20/2021 - BRANDON WOODARD/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 15%/ AMARILLO, TX 2. 01/01/2011 - WOODARD PROPERTIES, LLP/ BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY/ INVESTMENT RELATED/ 0%/ CLOVIS, NM 3. 01/01/2007 - HOSPICE DME OF ARIZONA/ OTHER/ INVESTMENT RELATED/ 0%/ CLOVIS, NM 4. 10/25/2021 - Intrua Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/20/2021 - 160 Hours Per Month/130 Hours During Securities Trading. 5. 04/01/2022 - Woodard Financial Solutions - Home Based - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 11/13/2007 - 160 Hours Per Month - Time Spent 100%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-12 |
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