Daniel Woodring is a registered investment advisor, based in Suwanee, GA, with 26 years of industry experience.
Location
Suwanee, GA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Daniel is involved in the management and operations of investment-related products. The filing does not indicate any insurance-related activities.
Employment History
Current Registrations
Primerica Brokerage Services, INC.Broker
April 2023 - Present · 3 yrs 3 mos
Primerica Advisors
October 2011 - Present · 14 yrs 9 mos
PFS Investments INC.Broker
April 2001 - Present · 25 yrs 3 mos
PFS Investments INC.
April 2001 - Present · 25 yrs 3 mos
Previous Registrations
PFS Distributors, INC.Broker
December 2004 - December 2005 · 1 yr
Matrix Private Equities, INC.Broker
July 2000 - March 2001 · 8 mos
Fallbrook Capital CorporationBroker
April 2000 - March 2001 · 11 mos
Johnson Capital, L L CBroker
March 2000 - March 2001 · 1 yr
Centennial Capital Management, INC.Broker
December 1999 - February 2000 · 2 mos
State Registrations4 states
GAINSDTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.