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Thomas M. Woodward

WOODWARD INVESTMENT MANAGEMENT
HOUSTON, TX
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CRD#: 6249878
TW
Thomas Madison WoodwardWOODWARD INVESTMENT MANAGEMENT

Professional summary


Thomas Madison Woodward, who also goes by Madison Woodward, is a registered financial advisor currently at WOODWARD INVESTMENT MANAGEMENT, LLC located in Houston, Texas.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Thomas has worked at 2 firms and has passed the Series 65 exam.

At a Glance


Always Fiduciary

Aliases


Madison Woodward

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) - RIA


Click below to view Thomas Madison Woodward'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®
None

Experience


Current

September 30, 2021 - Present

WOODWARD INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 316141
HOUSTON, TX
Past

October 11, 2013 - January 6, 2022

AVALON INVESTMENT & ADVISORY

RIA
CRD#: 112556
HOUSTON, TX

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
Texas
(9/30/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/11/2013
Uniform Investment Adviser Law Examination

Current Firm


WI
WOODWARD INVESTMENT MANAGEMENT, LLC
WOODWARD INVESTMENT MANAGEMENT, LLC

CRD#: 316141 / SEC#:

Texas
Registered Investment Advisory firm - (9/30/2021 Approved)
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Contact information


Main Address
Houston, TX
Mailing Address
P.o. Box 131645, Houston, TX 77219
Phone number
(346) 320-3176
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts34
AUM (Assets Under Management)$ 23,431,849

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


WOODWARD INVESTMENT MANAGEMENT, LLC

CRD#: 316141Houston, TX

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