WILLIAM IRVIN WOODSON is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with CYNOSURE PORTFOLIO ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CYNOSURE PORTFOLIO ADVISORS LLC | 2026-07-09 | present | Yes |
| THE CYNOSURE GROUP | 2023-04-04 | 2025-08-22 | — |
| SVB WEALTH | 2019-06-26 | 2023-04-05 | — |
| CREDIT SUISSE SECURITIES (USA) LLC | 2007-01-22 | 2014-07-21 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2002-02-19 | 2007-01-09 | — |