Best Investors Account Sign in

Jacob Woody

Rbc Capital Markets, LLC

Westfield, NJ

Florham Park, NJ

Claim This Profile
Current Employers
Rbc Capital Markets, Llc

200 Vesey St., New York, NY 10281 • United States

Current Registrations

AuthorityCategoryStatusDate
VI RA APPROVED 2025-09-19
TX RA APPROVED 2025-09-15
NJ RA APPROVED 2025-09-03
  • VI RA
    APPROVED
    Since 2025-09-19
  • TX RA
    APPROVED
    Since 2025-09-15
  • NJ RA
    APPROVED
    Since 2025-09-03

Branch Locations

Westfield, NJ • United States

200 Park Avenue 2Nd Floor, Florham Park, NJ 07932-1026 • 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
Charles Schwab & Co., Inc. Philadelphia PA 10/2023 10/2024
Charles Schwab Bank, Ssb Philadelphia PA 11/2023 10/2024
Digital Ox San Diego CA 07/2023 10/2023
Automated Revenue Pinellas Park FL 01/2023 07/2023
Pls Logistics Philadelphia PA 10/2022 01/2023
Campaign For Working Families Philadelphia PA 03/2022 05/2022
Orangetheory Fitness Sewell NJ 08/2021 03/2022
Unemployed Swedesboro NJ 01/2014 08/2021
Student Glassboro NJ 05/2022 10/2022
Fountainhead Advisors Warren NJ 10/2024 02/2025
Rbc Capital Markets, Llc Florham Park NJ 02/2025 Present
  • 10/2023 → 10/2024
    Charles Schwab & Co., Inc.
    Philadelphia, PA
  • 11/2023 → 10/2024
    Charles Schwab Bank, Ssb
    Philadelphia, PA
  • 07/2023 → 10/2023
    Digital Ox
    San Diego, CA
  • 01/2023 → 07/2023
    Automated Revenue
    Pinellas Park, FL
  • 10/2022 → 01/2023
    Pls Logistics
    Philadelphia, PA
  • 03/2022 → 05/2022
    Campaign For Working Families
    Philadelphia, PA
  • 08/2021 → 03/2022
    Orangetheory Fitness
    Sewell, NJ
  • 01/2014 → 08/2021
    Unemployed
    Swedesboro, NJ
  • 05/2022 → 10/2022
    Student
    Glassboro, NJ
  • 10/2024 → 02/2025
    Fountainhead Advisors
    Warren, NJ
  • 02/2025 → Present
    Rbc Capital Markets, Llc
    Florham Park, NJ
Previous Registrations
  • 2025-01-07 → 2025-01-07
    Fountainhead Advisors
    Warren, NJ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-09-11
S65 Uniform Investment Adviser Law Examination 2024-12-27
  • S63 Uniform Securities Agent State Law Examination
    2025-09-11
  • S65 Uniform Investment Adviser Law Examination
    2024-12-27

View on SEC IAPD

More in Westfield, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor