Brendan D. Woods
Professional summary
Brendan David Woods, who also goes by Brendan David Woods, Brendan Woods, is a registered financial professional currently at ALTRUIST FINANCIAL LLC located in Culver City, California.
Brendan is registered as a RR (Registered Representative) and started their career in finance in 2024. Brendan has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Brendan David Woods's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 10, 2025 - Present
ALTRUIST FINANCIAL LLC
Office #1: 5833 Perry, Culver City, CA 90232March 31, 2025 - April 4, 2025
STRATEGIC ADVISERS LLC
June 4, 2024 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
February 17, 2024 - April 4, 2025
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/10/2025)
(4/10/2025)
Exams
Series 7TO
Date: 2/16/2024
General Securities Representative ExaminationFINRA
Current Firm
ALTRUIST FINANCIAL LLC
CRD#: 299274 / SEC#: , 8-70244
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
Red Flags
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