EDWIN JAMES WOOLLEY is an investment adviser representative (IAR) with state registration records since 2006, appearing at 7 firms. Currently registered with CWM, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CWM, LLC | 2025-09-08 | present | Yes |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2023-03-14 | 2025-09-23 | — |
| DUNCAN FINANCIAL PLANNING ADVISORS | 2021-02-15 | 2023-07-05 | — |
| DUNCAN FINANCIAL PLANNING ADVISORS | 2020-12-20 | 2020-12-31 | — |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2015-08-31 | 2023-03-27 | — |
| VALIC FINANCIAL ADVISORS, INC. | 2010-01-07 | 2015-09-04 | — |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 2006-11-17 | 2007-02-27 | — |
| LINCOLN INVESTMENT PLANNING, LLC | 2006-08-09 | 2006-09-11 | — |