Merritt D. Woodring
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.
Merritt Douglas Woodring, who also goes by Doug Woodring, was a registered financial professional .
Merritt is a previously registered financial professional and started their career in finance in 1984. Merritt had worked at 7 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 17, 2009 - December 31, 2018
CYPRESS PARTNERS, LLC
August 11, 2008 - December 31, 2008
CYPRESS PARTNERS, LLC
July 7, 2008 - July 18, 2008
CEPHUS CAPITAL MANAGEMENT LLC
November 16, 1994 - April 6, 2006
FINANCIAL TELESIS INC
December 17, 1992 - November 4, 1994
IFG NETWORK SECURITIES, INC.
April 8, 1987 - April 22, 1987
FINANCIAL PLANNERS EQUITY CORPORATION
November 29, 1984 - December 5, 1988
THE O.N. EQUITY SALES COMPANY
October 26, 1984 - December 31, 1992
PLANNED INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CYPRESS PARTNERS, LLC
CRD#: 148070 / SEC#: 801-69485
Contact information
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.
