Donald M. Woodard
Professional summary
Donald Morris Woodard JR, who also goes by Donald Morris Woodward Jr, is a registered financial professional currently at WESTERN STRATEGIC ASSETS, L.L.C. located in Fort Worth, Texas.
Donald is registered as a RR (Registered Representative) and started their career in finance in 1984. Donald has worked at 6 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Donald Morris Woodard JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 3, 2002 - Present
WESTERN STRATEGIC ASSETS, L.L.C.
Office #1: 3100 W. Seventh Street, Suite 300, Fort Worth, TX 76107February 20, 1998 - May 2, 2019
WESTERN RESEARCH AND MANAGEMENT, L.L.C.
December 1, 1997 - March 10, 2000
CAPITAL BROKERAGE CORPORATION
January 1, 1989 - December 1, 1997
FORTH FINANCIAL SECURITIES, CORPORATION
July 3, 1986 - December 5, 1988
CONSECO FINANCIAL SERVICES, INC.
February 28, 1984 - July 3, 1986
SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/3/2002)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
WESTERN STRATEGIC ASSETS, L.L.C.
CRD#: 118757 / SEC#: , 8-53684
Contact information
FINRA licenses (1 States and Territories)
Red Flags
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