Ellwood J. Derricks
PARTNERSHIP WEALTH MANAGEMENT
Towson, MD 21286
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CRD#: 3070255
Professional summary
Ellwood John Derricks, CFP®, who also goes by Woody Derricks, is a registered financial advisor currently at PARTNERSHIP WEALTH MANAGEMENT located in Towson, Maryland.
Ellwood is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Ellwood has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Woody Derricks
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.
(1) 12/12/2008: Paws for a Cause, Inc - Community, Civic and Charitable Board - Not Investment Related - At Reported Business Location(s) - 5% Time Spent - Non-profit that I started to help raise money and support other animal non profits in the area. I am the president of the board. (2) 09/14/2016: Partnership Wealth Management, LLC - Registered Investment Advisor Hybrid - DBA: (hybrid) Partnership Wealth Management - Investment Related - 2809 Boston Street, Suite 509, Baltimore, MD 21224 - Start 09/08/2016 - 80 Hr/Mo; 80 Hour(s) During Securities Trading - Partnership Wealth Management, LLC for RIA business through Financial Advocates Investment Management (3) 09/14/2016: Financial Advocates Investment Management - Registered Investment Advisor Hybrid - DBA: (hybrid) Financial Advocates Investment Management - Investment Related - 2809 Boston Street, Suite 509, Baltimore, MD 21224 - Start 09/08/2016 - 80 Hr/Mo; 80 Hour(s) During Securities Trading - IAR of the Hybrid RIA of Financial Advocates Investment Management to be able to charge an advisory, flat, or hourly fee. (4) 09/16/2016: Partnership Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 2809 Boston Street, Suite 509, Baltimore, MD 21224 - Start 09/08/2016 - 100 Hr/Mo; 100 Hour(s) During Securities Trading - There no other businesses or services advertised under this name other than LPL Financial securities business. No one other than LPL Financial registered associates have an interest in this name/entity. This name is not a registered insurance agency. This is not a Registered Investment Advisor (RIA). (5)01/2016: FreeState - 231 East Baltimore St., Suite 1100, Baltimore, MD 21202. Non-profit organization providing education and legal work for the LGBT community. Volunteer Treasurer. Not investment-related. 5 hours a month, 2 hours a month during trading hours. (6)07/28/2021: Little Fenway, LLC - Stevenson, MD 21153. Rental real estate company. Landlord. Not investment-related. 5 hours a month, 1 hour a month during trading hours. Oversee the property, maintenance, and leases for an investment property where PWM and one other business (non-related) are tenants.
CRS (Client Relationship Summary) - RIA
Click below to view Ellwood John Derricks's 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®
CFP®
Start date: 2011
Experience
Current
December 1, 2016 - Present
PARTNERSHIP WEALTH MANAGEMENT
Office #1: 606 E Joppa Road, Towson, MD 21286RIA
CRD#: 285718
Towson, MD
Past
September 2, 2016 - December 7, 2016
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
RIA
CRD#: 151298
Baltimore, MD
Past
September 16, 2005 - December 19, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
BALTIMORE, MD
Past
September 16, 2005 - December 19, 2016
LPL FINANCIAL LLC
BD
CRD#: 6413
BALTIMORE, MD
Past
July 1, 2003 - September 19, 2005
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
BALTIMORE, MD
Past
July 1, 2003 - September 19, 2005
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
August 8, 2001 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
RIA
CRD#: 7471
BALTIMORE, MD
Past
January 19, 2001 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
March 31, 2000 - February 7, 2001
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Past
July 16, 1998 - February 3, 2000
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
July 16, 1998 - February 3, 2000
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PARTNERSHIP WEALTH MANAGEMENT
BELLEROS CAPITAL MANAGEMENT | PARTNERSHIP WEALTH MANAGEMENT, LLC | PARTNERSHIP WEALTH MANAGEMENT
CRD#: 285718 / SEC#: 801-121083
RIA
Registered Investment Advisory firm - (5/3/2021 Approved)California
Registered Investment Advisory firm - (6/4/2021 Terminated)District of Columbia
Registered Investment Advisory firm - (5/5/2021 Terminated)Florida
Registered Investment Advisory firm - (5/5/2021 Terminated)Maryland
Registered Investment Advisory firm - (5/6/2021 Terminated)New York
Registered Investment Advisory firm - (5/5/2021 Terminated)Texas
Registered Investment Advisory firm - (5/5/2021 Terminated)Virginia
Registered Investment Advisory firm - (5/5/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(12/2/2016)
IAR
District of Columbia(12/5/2016)
IAR
Florida(11/7/2018)
IAR
Maryland(12/1/2016)
IAR
Texas(4/20/2018)
IAR
Virginia(12/2/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
PW
PARTNERSHIP WEALTH MANAGEMENT
BELLEROS CAPITAL MANAGEMENT | PARTNERSHIP WEALTH MANAGEMENT, LLC | PARTNERSHIP WEALTH MANAGEMENT
CRD#: 285718 / SEC#: 801-121083
RIA
Registered Investment Advisory firm - (5/3/2021 Approved)California
Registered Investment Advisory firm - (6/4/2021 Terminated)District of Columbia
Registered Investment Advisory firm - (5/5/2021 Terminated)Florida
Registered Investment Advisory firm - (5/5/2021 Terminated)Maryland
Registered Investment Advisory firm - (5/6/2021 Terminated)New York
Registered Investment Advisory firm - (5/5/2021 Terminated)Texas
Registered Investment Advisory firm - (5/5/2021 Terminated)Virginia
Registered Investment Advisory firm - (5/5/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
606 E Joppa Road, Towson, MD 21286
Mailing Address
Phone number
(410) 732-2633
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 451 |
| AUM (Assets Under Management) | $ 193,200,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
