Joshua Woodring

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2017 → 06/2024
  Td Ameritrade
  Westlake, TX
• 12/2015 → 10/2017
  Unemployed
  Irving, TX
• 10/2022 → Present
  Charles Schwab & Co.
  Westlake, TX
• 01/2024 → Present
  Schwab Wealth Advisory, Inc.
  Westlake, TX

Previous Registrations

• 2022-02-08 → 2022-10-14
  Td Ameritrade, Inc.
  Westlake, TX

Other Businesses

Name of Outside Business:True Vine Brewing; Investment Related:No; Address of Outside Business:Tyler, TX.; Nature of Outside Business:Other; Position:Passive Investor; Start Date:8/1/2014; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: Completely passive. No Duties. Name: Land Development, Role: Land Developer, Type: Real Estate, Start Date: 12/20/2019, Investment Related?: No, Address: 1500 Southfork Dr, Keller, TX 76248, Number of Hours/Mo: 5, Duties: I intend to purchase acreage and then sell it off in smaller pieces for a profit. If I can't find cash buyers I will owner finance it.

Exams

• S66 Uniform Combined State Law Examination
  2022-02-07
• S63 Uniform Securities Agent State Law Examination
  2017-11-28