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Jeremy Tilton Wadsworth

North Woods Wealth Management

Buffalo, NY

CRD 6890192

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Employer firm

North Woods Wealth Management CRD 226575

$150M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
North Woods Wealth Management

977 Delaware Ave, Buffalo, NY 14209 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-24
  • NY RA
    APPROVED
    Since 2021-09-24

Branch Locations

977 Delaware Ave, Buffalo, NY 14209 • 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
North Woods Asset Management Buffalo NY 07/2017 Present
Landmark Wealth Management Amherst NY 01/2014 06/2017
  • 07/2017 → Present
    North Woods Asset Management
    Buffalo, NY
  • 01/2014 → 06/2017
    Landmark Wealth Management
    Amherst, NY
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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