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JD

John C. Domoe

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CRD#: 1066539
JD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Charles Domoe was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1982. John had worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 3, 2008 - December 31, 2015

WOODSTOCK FINANCIAL GROUP, INC.

RIA
CRD#: 38095
CINCINNATI, OH
Past

January 3, 2008 - December 31, 2015

WOODSTOCK FINANCIAL GROUP, INC.

BD
CRD#: 38095
CINCINNATI, OH
Past

July 5, 2007 - December 13, 2007

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
CINCINNATI, OH
Past

November 15, 2004 - December 31, 2004

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
CINCINNATI, OH
Past

November 12, 2004 - December 13, 2007

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
CINCINNATI, OH
Past

March 2, 1998 - November 15, 2004

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA
Past

January 31, 1995 - March 14, 1996

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA
Past

September 22, 1994 - January 24, 1995

ACORDIA SECURITIES, INC.

BD
CRD#: 34633
CINCINNATI, OH
Past

February 16, 1994 - July 25, 1994

COMPULIFE INVESTOR SERVICES, INC.

BD
CRD#: 21543
ST. CLOUD, MN
Past

September 22, 1993 - February 26, 1994

ACORDIA SECURITIES, INC.

BD
CRD#: 34633
CINCINNATI, OH
Past

September 22, 1993 - August 3, 1999

ACORDIA SECURITIES, INC.

BD
CRD#: 34633
CINCINNATI, OH
Past

January 1, 1991 - September 21, 1993

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA
Past

January 13, 1990 - October 2, 1990

VESTAX SECURITIES CORPORATION

BD
CRD#: 10332
HUDSON, OH
Past

April 20, 1989 - September 13, 1989

CENTURY INVESTORS OF AMERICA, INC.

BD
CRD#: 5322
Past

August 28, 1987 - April 24, 1989

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

August 28, 1987 - May 11, 1989

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI
Past

November 25, 1983 - August 21, 1987

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
Past

September 24, 1982 - October 14, 1983

CITISTREET EQUITIES LLC

BD
CRD#: 7447

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/23/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WF
WOODSTOCK FINANCIAL GROUP, INC.
ASSET MARKETING STRATEGIES,LLC | WOODSTOCK FINANCIAL GROUP, INC. | WINSTON COOPER INC. | WILLIAMS ADVISORY GROUP, LLC | WIENIEWITZ FINANCIAL | VERITAS FINANCIAL GROUP | TOMOLONIS FINANCIAL, LLC | ROOT FINANCIAL SERVICES | ROBERTS WEALTH MANAGEMENT | RETIREMENT SOLUTIONS OF GA | REINHARDT CONSULTING GROUP | RAIKE FINANCIAL GROUP INC. | RAIKE FINANCIAL GROUP | LOTUS POSITIONS, LLC | LAKE WYLIE FINANCIAL, LLC | GLASGOW FINANCIAL SERVICES | FIRST CHOICE FINANCIAL GROUP | FESSLER FINANCIAL GROUP | FESSLER FINANCIAL | F.I.T. FINANCIAL | EDGEWOOD FINANCIAL | DRESSLER FINANCIAL SERVICES, INC. | DRAWDY FINANCIAL SERVICES, LLC | COVENANT WEALTH MANAGEMENT | CORE FINANCIAL | CBG FINANCIAL INC. | BRUCKNER FINANCIAL GROUP | BRANCA FINANCIAL GROUP | BOND FINANCIAL SERVICES

CRD#: 38095 / SEC#: 801-65881, 8-48080

BD
Terminated by SEC on 02/10/2020
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Contact information


Main Address
117 Towne Lake Parkway Suite 200, Woodstock, GA 30188
Mailing Address
Phone number
Established
Georgia since 04/28/2009
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2A - MARCH 29, 2018 (3/30/2018)

Direct owners and executive officers


NamePositionCRD#
WOODSTOCK HOLDINGS INCHOLDING COMPANY
BRANCA, ANTHONY DOUGLASCHIEF COMPLIANCE OFFICER OF BD1178639
BRANCA, ANTHONY DOUGLASCHIEF OPERATING OFFICER1178639
RAIKE, WILLIAM JASPER IIICHIEF COMPLIANCE OFFICER - RIA1502298
RAIKE, WILLIAM JASPER IIIPRESIDENT / CEO1502298
RAIKE, WILLIAM JASPER IIIROSFP1502298
WHITLEY, MELISSA LYNNCHIEF FINANCIAL OFFICER / FINOP2615710

Disclosures


Regulatory Event6
Arbitration7

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WOODSTOCK FINANCIAL GROUP, INC.

CRD#: 38095

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