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250 River Park North Drive, Woodstock, GA 30188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-24 |
| FL | RA | APPROVED | 2018-06-21 |
Branch Locations
250 River Park North Drive, Woodstock, GA 30188 • United States
139 S. Pebble Beach Blvd, Suite 203, Sun City Center, FL 33573 • United States
3 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 |
|---|---|---|---|---|
| Independant Contractor | Brandon | FL | 03/2016 | Present |
| Woodstock Financial Group, Inc | Woodstock | GA | 07/2016 | 12/2019 |
| Woodstock Wealth Management, Inc. | Woodstock | GA | 06/2018 | Present |
1. Veritas Financial Group (Florida DBA); investment related; 139 S Pebble Beach Blvd, Ste 203, Sun City Center, FL 33573; selling non securities insurance, P&C and health insurance through various carriers and agencies; owner; started 07/2016; devotes approximately 60 hours a month which 40 are during trading hours; duties include selling non securities insurance, P&C and health insurance through various carries and agencies. 2.Veritas Financial Group; non-investment related; 139 S Pebble Beach Blvd, Ste 203, Sun City Center, FL 33573; DBA for relationship with Woodstock Wealth Management Group; owner; started 06/2018; devotes approximately 2 hours a month which 0 are during trading hours; duties include administrative; paying expenses for Woodstock Wealth Management branch office; operating office for Woodstock Wealth Management. 3.Dalton Wade Realty; non-investment related; Parish, FL 34219; Realtor; started 02/13/17; 3 hours per month none during trading hours; duties include show real estate properties; selling Houses. 4. Veritas Investment Management, LLC; non-investment relater; 139 S Pebble Beach Blvd, Ste 203, Sun City Center, FL 33573; manage rental properties online; 100 percent owner; started 2/2023; 8 hours per month none during trading hours; answer customer questions and concerns regarding rental properties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-16 |
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