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606 Baltimore Avenue Suite 300, Towson, MD 21204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-03 |
Branch Locations
606 Baltimore Avenue Suite 300, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brian R. Woods, Cpa | Towson | MD | 05/1997 | Present |
| Mutual Service Corporation | Towson | MD | 08/1997 | 10/2017 |
| Lpl Financial Llc | Towson | MD | 09/2009 | 10/2017 |
| Woods Advisory Services Llc | Towson | MD | 10/2017 | Present |
1. 11/17/2009 - INV REL - TAX PREP / ACCOUNTING / BOOKKEEPING, WOODS & ASSOCIATES, P.C. PAYROLL, MANAGEMENT, 60% OF TIME. 2. 12/22/09- WOODS & ASSOCIATES, P.C., OWNER - ACCOUNTING - OFFICE MANAGEMENT, CLIENT RELATIONSHIPS, 1% OF TIME SPENT. 3. 01/09/2014 - EMILY WOODS - REAL ESTATE RENTAL - HOUSE - SINGLE FAMILY PROPERTY (VACATION RENTAL) IN OCEAN VIEW, DE - TIME SPENT 1% - OCEAN VIEW, DE 4. 01/09/2014 - WOODS & ASSOCIATES & PC - REAL ESTATE RENTAL - OFFICE BUILDING / COMMERCIAL PROPERTY - CPA OFFICE IS LOCATED; HAVE TWO SUBLEASES - OTHER CPA'S - TIME SPENT 1% - TOWSON, MD
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-10-08 |
| S65 | Uniform Investment Adviser Law Examination | 1994-06-17 |
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