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Diane Michele Woolf

Wealthramp, Inc.

Dennis, MA

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Current Employers
Wealthramp, Inc.

Osterville, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-03-25
LA RA APPROVED 2026-03-18
IL RA APPROVED 2026-03-12
NH RA APPROVED 2026-03-11
TX RA APPROVED_RES 2026-03-11
NE RA APPROVED 2026-03-10
WA RA APPROVED 2026-03-10
MA RA APPROVED 2019-03-05
CA RA APPROVED 2019-02-13
  • MI RA
    APPROVED
    Since 2026-03-25
  • LA RA
    APPROVED
    Since 2026-03-18
  • IL RA
    APPROVED
    Since 2026-03-12
  • NH RA
    APPROVED
    Since 2026-03-11
  • TX RA
    APPROVED_RES
    Since 2026-03-11
  • NE RA
    APPROVED
    Since 2026-03-10
  • WA RA
    APPROVED
    Since 2026-03-10
  • MA RA
    APPROVED
    Since 2019-03-05
  • CA RA
    APPROVED
    Since 2019-02-13

Branch Locations

Dennis, MA • 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
Tarte Bakeshop Quincy MA 11/2016 12/2018
Wealthramp, Inc Osterville MA 09/2018 Present
Student Boston MA 12/2015 11/2016
  • 11/2016 → 12/2018
    Tarte Bakeshop
    Quincy, MA
  • 09/2018 → Present
    Wealthramp, Inc
    Osterville, MA
  • 12/2015 → 11/2016
    Student
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-13
S63 Uniform Securities Agent State Law Examination 2008-12-31
  • S65 Uniform Investment Adviser Law Examination
    2019-02-13
  • S63 Uniform Securities Agent State Law Examination
    2008-12-31
Other Names
  • Diane Michele Chretien

View on SEC IAPD

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