Woodrock Securities, L.P.

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Houston, Texas
CRD number
133653
Registered since
May 25, 2005

Firm profile

FINTRX

Overview

Woodrock Securities, L.P. is organized as a partnership and is classified in FINTRX as an investment bank. The firm has been SEC-registered since 2005 and is listed as owned by a domestic entity/individual. Recorded attributes indicate Woodrock does not act as a capital allocator and is not flagged as an active ESG investor, multi-state adviser, pension consultant, or related adviser. The FINTRX extract does not list discrete advisory activities, a fee structure, or a client segmentation, which is consistent with the profile of a broker-dealer or investment banking operation that does not position itself primarily as an asset manager in the FINTRX dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Joel Landis

    Joel Landis

    Registered RepresentativeCRD 6151638

  • Jeffrey Anapolsky

    Jeffrey Anapolsky

    Managing DirectorCRD 4039014

  • John Dennis

    John Dennis

    Managing PartnerCRD 2038115

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
4265 San Felipe St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth