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250 River Park North Drive, Woodstock, GA 30188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
1199 Route 22 East Suite 306, Mountainside, NJ 07092 • United States
250 River Park North Drive, Woodstock, GA 30188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-11 |
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