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Joan Holland Woodard

Woodard & Co Asset Management Group Inc

Bermuda Run, NC

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Current Employers
Woodard & Co Asset Management Group Inc

117 Kinderton Boulevard, Bermuda Run, NC 27006 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-10-29
FL RA APPROVED 2024-10-29
SC RA APPROVED 2024-10-29
GA RA APPROVED 2018-09-04
NC RA APPROVED 2018-08-13
TX RA APPROVED 2018-08-13
VA RA APPROVED 2018-08-13
  • CO RA
    APPROVED
    Since 2024-10-29
  • FL RA
    APPROVED
    Since 2024-10-29
  • SC RA
    APPROVED
    Since 2024-10-29
  • GA RA
    APPROVED
    Since 2018-09-04
  • NC RA
    APPROVED
    Since 2018-08-13
  • TX RA
    APPROVED
    Since 2018-08-13
  • VA RA
    APPROVED
    Since 2018-08-13

Branch Locations

117 Kinderton Boulevard, Bermuda Run, NC 27006 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Woodard & Co Asset Management Group Inc Bermuda Run NC 06/1994 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-13
  • S65 Uniform Investment Adviser Law Examination
    2018-08-13
Other Names
  • Joan Woodard

View on SEC IAPD

Other Firms

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DELIBERATE WEALTH
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EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INDEPENDENT ADVISOR ALLIANCE, LLC
ALPHASTAR CAPITAL MANAGEMENT

Other Investors

JOHN BENNETT WOODARD
Matthew Pearson Blades
TODD FRANKLIN SENTER
JOHN BENNETT WOODARD
STEVEN WILLIAM HUNGERFORD
BRANDON JEFFREY SCHNEIDER
Slayton Reavis Harpe
JONATHAN BAXTER STOUT

Other Offices

H&H INVESTMENT PLANNERS, INC. · BERMUDA RUN, NC
DELIBERATE WEALTH · ADVANCE, NC
EDWARD JONES · BERMUDA RUN, NC
CREDIT UNION INVESTMENT SERVICES · Bermuda Run, NC
EAGLE STRATEGIES LLC · ADVANCE, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Advance, NC
EDWARD JONES · CLEMMONS, NC
INDEPENDENT ADVISOR ALLIANCE, LLC · CLEMMONS, NC

More in Bermuda Run, NC

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