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250 River Park North Drive, Woodstock, GA 30188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-06-08 |
Branch Locations
2 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 |
|---|---|---|---|---|
| Citigroup | Westfield | NJ | 03/2013 | 06/2020 |
| Woodstock Wealth Management, Inc. | Woodstock | GA | 06/2020 | Present |
1. Hall Wealth Management, LLC, No, 288 Garrett Road, Mountainside, NJ 07092 DBA for my relationship with Woodstock Wealth Management, Inc and entity in which I pay my office expenses, Owner, 6/2020, 2/0 Operate office for Woodstock Wealth Management, Inc. and pay office expenses 2. Sole Proprietor, Yes, 288 Garrett Road, Mountainside, NJ 07092, sell non-securities insurance, sole proprietor, 6/2020 2/2, sell non securities insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-17 |
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