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Current Employers
Woodstock Wealth Management, Inc.

250 River Park North Drive, Woodstock, GA 30188 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2023-12-04
NC RA APPROVED 2018-11-13
FL RA APPROVED 2018-08-16
TX RA APPROVED_RES 2018-07-18
NJ RA APPROVED 2018-06-12
  • VT RA
    APPROVED
    Since 2023-12-04
  • NC RA
    APPROVED
    Since 2018-11-13
  • FL RA
    APPROVED
    Since 2018-08-16
  • TX RA
    APPROVED_RES
    Since 2018-07-18
  • NJ RA
    APPROVED
    Since 2018-06-12

Branch Locations

1199 Route 22 East Suite 306, Mountainside, NJ 07092 • United States

250 River Park North Drive, Woodstock, GA 30188 • 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
Woodstock Financial Group, Inc. Woodstock GA 10/2005 12/2019
Woodstock Wealth Management, Inc. Woodstock GA 06/2018 Present
St Bernard Financial Services Russellville AR 01/2020 Present
  • 10/2005 → 12/2019
    Woodstock Financial Group, Inc.
    Woodstock, GA
  • 06/2018 → Present
    Woodstock, GA
  • 01/2020 → Present
    St Bernard Financial Services
    Russellville, AR
Previous Registrations
  • 2005-11-02 → 2018-11-09
    Woodstock Financial Group, Inc.
    Mountainside, NJ
    Mountainside, NJ
    Woodstock, GA
    Woodstock, GA
  • 2004-05-13 → 2005-11-02
    Morgan Stanley Dw Inc.
    Short Hills, NJ
  • 2003-07-01 → 2004-05-14
    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 Woodstock Wealth Management, Inc . & St Bernard Financial Services ; IAR with WWM and RR with SBFS,; PRESIDENT; 99 percent owner; 12/12/2005; DEVOTES APPROX 2 HOURS during the month of WHICH 0 ARE DURING TRADING HOURS; Operate branch office for WWM & SBFS and pay business expenses. 2. ST Bernard Financial Services; 1609 West Main Street, Russellville, AR 72801; broker dealer; Registered Representative; no ownership; Jan 2020; Devotes approx 5 hours a month of which all are during business hours; Operate Branch Office and pay Branch Expenses. 3. Sole proprietor; non-securities insurance; 1199 RT 22 EAST SUITE 306, MOUNTAINSIDE, NJ 07092; offer non-securities insurance; sole proprietor; 100 percent owner; June 2020; devotes 1 hour a month which is during trading hours; my duties include offering and selling non securities insurance products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-02-14
S63 Uniform Securities Agent State Law Examination 1991-09-11
  • S65 Uniform Investment Adviser Law Examination
    2006-02-14
  • S63 Uniform Securities Agent State Law Examination
    1991-09-11
Other Names
  • Marjorie Ellen Netkin
  • Marjorie Ellen Hirsh

View on SEC IAPD

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