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117 Kinderton Boulevard, Bermuda Run, NC 27006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
117 Kinderton Boulevard, Bermuda Run, NC 27006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-23 |
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