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BW

Brett A. Woodyatt

INLAND SECURITIES
Oak Brook, IL 60523
Some features on this profile are disabled
CRD#: 2754442
BW

Professional summary

Brett Alan Woodyatt is a registered financial professional currently at INLAND SECURITIES CORPORATION located in Oak Brook, Illinois.

Brett is registered as a RR (Registered Representative) and started their career in finance in 1996. Brett has worked at 6 firms and has passed the 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) - BD

Click below to view Brett Alan Woodyatt's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

March 28, 2023 - Present

INLAND SECURITIES CORPORATION

Office #1: 2901 Butterfield Road, Oak Brook, IL 60523
BD
CRD#: 15807
Oak Brook, IL
Past

May 11, 2016 - March 30, 2023

TRANSAMERICA CAPITAL, LLC

BD
CRD#: 8217
DENVER, CO
Past

March 21, 2015 - December 23, 2015

GRIFFIN CAPITAL SECURITIES, LLC

BD
CRD#: 37739
IRVINE, CA
Past

April 18, 2012 - April 7, 2015

CCO CAPITAL, LLC

BD
CRD#: 31147
PHOENIX, AZ
Past

November 26, 1997 - October 31, 2011

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 5496
BOSTON, MA
Past

June 27, 1996 - October 8, 1997

KEYPORT FINANCIAL SERVICES CORP.

BD
CRD#: 8127
WELLESLEY HILLS, MA

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Massachusetts
(3/28/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 8/26/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/17/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/26/1996
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

IS
INLAND SECURITIES CORPORATION
INCOR SECURITIES CORPORATION | INTERVEST NATIONAL SECURITIES CORPORATION | INLAND SECURITIES CORPORATION

CRD#: 15807 / SEC#: , 8-32775

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
2901 Butterfield Road, Oak Brook, IL 60523
Mailing Address
2901 Butterfield Road, Oak Brook, IL 60523
Phone number
(630) 218-8000
Established
Delaware since 08/14/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
INLAND REAL ESTATE INVESTMENT CORPORATIONCORPORATION
CHERESO, ANTHONY JOSEPHDIRECTOR5289928
HRTANEK, CATHLEEN MAY-ORBANDIRECTOR7886681
KASPRZAK, DAVID EDWARDPRINCIPAL, EXECUTIVE VICE PRESIDENT2651202
LYNCH, CATHERINE LYNNCHIEF FINANCIAL OFFICER & DIRECTOR2584621
TUCEK, AMY CATHERINEVICE PRESIDENT & CHIEF COMPLIANCE OFFICER2021342

Disclosures

Regulatory Event3

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

INLAND SECURITIES CORPORATION

CRD#: 15807Oak Brook, IL 60523

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