Best Investors Account Sign in
Current Employers
Woodard & Co Asset Management Group Inc

117 Kinderton Boulevard, Bermuda Run, NC 27006 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-10-11
CA RA APPROVED 2024-08-24
CO RA APPROVED 2024-08-24
NC RA APPROVED 2024-08-24
SC RA APPROVED 2024-08-24
TX RA APPROVED 2024-08-24
VA RA APPROVED 2024-08-24
  • GA RA
    APPROVED
    Since 2024-10-11
  • CA RA
    APPROVED
    Since 2024-08-24
  • CO RA
    APPROVED
    Since 2024-08-24
  • NC RA
    APPROVED
    Since 2024-08-24
  • SC RA
    APPROVED
    Since 2024-08-24
  • TX RA
    APPROVED
    Since 2024-08-24
  • VA RA
    APPROVED
    Since 2024-08-24

Branch Locations

117 Kinderton Boulevard, Bermuda Run, NC 27006 • 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
Woodard & Company Asset Management Group, Inc. Bermuda Run NC 06/2024 Present
Fidelity Durham NC 05/2022 11/2022
Woodard & Company Asset Management Group, Inc. Bermuda Run NC 05/2022 05/2024
Ymca Yadkinville NC 01/2020 03/2020
Student Mocksville NC 09/2013 05/2024
  • 06/2024 → Present
    Woodard & Company Asset Management Group, Inc.
    Bermuda Run, NC
  • 05/2022 → 11/2022
    Fidelity
    Durham, NC
  • 05/2022 → 05/2024
    Woodard & Company Asset Management Group, Inc.
    Bermuda Run, NC
  • 01/2020 → 03/2020
    Ymca
    Yadkinville, NC
  • 09/2013 → 05/2024
    Student
    Mocksville, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-23
  • S65 Uniform Investment Adviser Law Examination
    2024-08-23

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bermuda Run, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor