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Detailed Report
EDWARD STANLEY WOEHLCKE
EDWARD STANLEY WOEHLCKE JR
CRD#: 4192226
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Investment Adviser
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Previous Broker
VALLEY FINANCIAL GROUPCRD#: 312254 311 LINDENWOLD AVE
AMBLER, PA 19002
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2016 - 2021 (4 years)IAVALLEY FINANCIAL GROUP (CRD# 312254)2021 - Present (3 years)BBRINKER CAPITAL SECURITIES, INC. (CRD# 38123)2011 - 2016 (4 years)BNATIONWIDE SECURITIES, INC. (CRD# 11173)2004 - 2005 (1 year)BBRINKER CAPITAL SECURITIES, INC. (CRD# 38123)2001 - 2004 (2 years)BBRINKER CAPITAL SECURITIES, INC. (CRD# 38123)2001 - 2001 (<1 year)BSCOTTRADE, INC. (CRD# 8206)2000 - 2000 (<1 year)IABRINKER CAPITAL INC (CRD# 111743)2014 - 2016 (2 years)
License(s)

State Registrations

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Pennsylvania 4/13/2021
Current Registration(s)
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VALLEY FINANCIAL GROUP (CRD#:312254)
311 LINDENWOLD AVE, AMBLER, PA 19002
Registered with this firm since 4/13/2021
Previous Registration(s)
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 09/09/2016 - 03/31/2021 H. BECK, INC. (CRD#:1763) Flourtown, PA
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 09/09/2016 - 03/31/2021 H. BECK, INC. (CRD#:1763) Flourtown, PA
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 08/11/2014 - 09/06/2016 BRINKER CAPITAL INC (CRD#:111743) BERWYN, PA
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 10/20/2011 - 09/06/2016 BRINKER CAPITAL SECURITIES, INC. (CRD#:38123) BERWYN, PA
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 04/20/2004 - 04/19/2005 NATIONWIDE SECURITIES, INC. (CRD#:11173) COLUMBUS, OH
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 08/28/2001 - 01/02/2004 BRINKER CAPITAL SECURITIES, INC. (CRD#:38123) BERWYN, PA
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 05/09/2001 - 08/07/2001 BRINKER CAPITAL SECURITIES, INC. (CRD#:38123) BERWYN, PA
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 07/13/2000 - 12/22/2000 SCOTTRADE, INC. (CRD#:8206) ST. LOUIS, MO
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.