William I. Woodson
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.
William Irvin Woodson, who also goes by Bill Woodson, William Irvin Woodson Jr, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1986. William had worked at 10 firms and has passed the Series 66, Series 63, Series 65, SIE, Series 31, Series 2, Series 7, Series 24, Series 10, Series 9 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 4, 2023 - August 22, 2025
CYNOSURE GROUP, LLC
February 28, 2022 - April 5, 2023
SVB INVESTMENT SERVICES INC.
June 26, 2019 - April 5, 2023
SVB WEALTH
February 17, 2017 - May 21, 2019
CITI PRIVATE ALTERNATIVES, LLC
June 12, 2014 - May 21, 2019
CITIGROUP GLOBAL MARKETS INC.
January 22, 2007 - July 21, 2014
CREDIT SUISSE SECURITIES (USA) LLC
January 22, 2007 - July 21, 2014
CREDIT SUISSE SECURITIES (USA) LLC
February 19, 2002 - January 9, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 15, 2002 - January 9, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 27, 2001 - December 6, 2001
MYCFO SECURITIES, LLC
June 6, 1988 - January 10, 2002
BERNARDO FIRST SECURITIES CORPORATION
July 23, 1986 - October 18, 1988
FIRST INDEPENDENCE GROUP INC.
Primary Firm SEC Registration
CYNOSURE GROUP, LLC
CRD#: 281399 / SEC#: 801-107042
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
Series 2
Date: 11/9/1995
Non-Member General Securities ExaminationCurrent Firm
CYNOSURE GROUP, LLC
CRD#: 281399 / SEC#: 801-107042
Contact information
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 719 |
| AUM (Assets Under Management) | $ 6,565,356,221 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/22/2025 | ||
| 02/25/2025 | ||
| 01/08/2024 | ||
| 04/24/2023 |
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.
