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250 River Park North Drive, Woodstock, GA 30188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-02 |
| NC | RA | APPROVED | 2018-09-24 |
| FL | RA | APPROVED | 2018-09-07 |
Branch Locations
250 River Park North Drive, Woodstock, GA 30188 • United States
4025 Faraday Way, Palm Beach Gardens, FL 33418 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Woodstock Financial Group, Inc. | Palm Beach Gardens | FL | 11/1999 | 12/2019 |
| Woodstock Wealth Management, Inc. | Palm Beach Gardens | FL | 06/2018 | Present |
1.Winston Cooper, Inc.; Investment Related; Palm Beach Gardens, FL 33418; Non-Securities related insurance agency; President, CEO; started 05/25/2004; devotes approximately 2 hours a month which are not during trading hours; duties include President and CEO of Winston Cooper, Inc. - Insurance Agency writing non-securities related insurance. 2.Richard Jankus, personally; non-investment related; Palm Beach Gardens, FL 33418; Entertainment Management for daughters and myself; Manager; started 03/19/2012; devotes approximately 5 hours a month which 2 may be during trading hours; duties include going to casting calls and bookings for print and television commercials and acting. 3.Douglas Elliman Real Estate; non-investment related; 444 East Palmetto Park Road, Boca Raton, FL 33432; Buying and Selling Real Estate for the public; Realtor Associate; started 11/07/2016; devotes approximately 1 hours a month which 0 may be during trading hours; duties include buying and selling real estate for the public. 4. Xcel Mentoring Network, Inc.; 700 S Rosemary Square, Suite 204, West Palm Beach, Florida 33401; mentoring group; Secretary; started 1-8-2024; devotes approximately 2 hour a month of which none are during trading hours' duties include keeping corporate book of minutes and other duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-01 |
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