David Netkin

Current Employers

Employment History

• 11/2005 → 12/2019
  Woodstock Financial Group, Inc.
  Woodstock, GA
• 06/2018 → Present
  Woodstock Wealth Management, Inc.
  Woodstock, GA
• 12/2021 → Present
  St. Bernard Financial Services
  Mountainside, NJ

Previous Registrations

• 2005-11-15 → 2018-11-09
  Woodstock Financial Group, Inc.
  Mountainside, NJ
  Mountainside, NJ
  Woodstock, GA
  Woodstock, GA
• 2004-05-13 → 2005-11-09
  Morgan Stanley Dw Inc.
  Short Hills, NJ
• 2003-07-01 → 2004-05-20
  Wells Fargo Clearing Services, Llc
  Short Hills, NJ
• 2002-07-02 → 2003-07-01
  Prudential Equity Group, Llc
  Short Hills, NJ

Other Businesses

1.EDGEWOOD FINANCIAL GROUP Inc.; INVESTMENT RELATED; 1199 RT 22 EAST SUITE 306, MOUNTAINSIDE, NJ 07092; DBA FOR relationship with Woodstock Wealth Management, Inc.; owner; 12-12-2005; DEVOTES APPROX 2 HOURS a month of WHICH none ARE DURING TRADING HOURS; DUTIES INCLUDE operate branch office for WWM and pay business expenses. 2. St Bernard Financial Services: investment related; 1609 West Main Street, Russellville, AR 72801; they are the broker dealer that I am associated with in a non-registered capacity, 0 ownership; Jan 2020; devotes 2 hours a month of which are during trading hours; perform non-registered branch functions

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-06
• S63 Uniform Securities Agent State Law Examination
  1986-01-30

Other Names

• David Phillip Netkin