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250 River Park North Drive, Woodstock, GA 30188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2018-11-07 |
| AZ | RA | APPROVED | 2018-06-11 |
Branch Locations
13467 E Summit Dr, Scottsdale, AZ 85259 • 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 | 08/2010 | 12/2019 |
| Woodstock Wealth Management, Inc. | Woodstock | GA | 06/2018 | Present |
1. ROSS E BRUNER; INVESTMENT RELATED; SCOTTSDALE, AZ 85259; SALE OF NON-SECURITIES INSURANCE PRODUCTS - PRIMARILY FIXED ANNUITY PRODUCTS; SOLE PROPRIETOR; STARTED IN 1983; DEVOTES APPROXIMAT 20 HOURS PER MONTH- NONE DURING TRADING HOURS; DUTIES INCLUDES SALES OF NON-SECURITIES INSURANCE RELATED PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1982-05-10 |
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