WOODROCK SECURITIES, L.P.

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
5
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 appears in FINTRX as an investment bank. The firm was first registered with the SEC in 2005. Ownership is recorded as a mix of domestic entity and individual owners. FINTRX classifies the firm as not being a capital allocator and not operating as a multi-state adviser; it is also not flagged as an active ESG investor, newly formed adviser, pension consultant, or a related adviser. The provider-level metadata does not list any advisory activities, manager allocation preferences, or client types for Woodrock Securities, L.P., so its public profile in the database aligns more with broker-dealer / investment bank activity than with registered wealth-management or institutional advisory operations.

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 5
  • Joel Landis

    Registered RepresentativeCRD 6151638

  • JEFFREY ANAPOLSKY

    Managing DirectorCRD 4039014

  • JOHN DENNIS

    Managing PartnerCRD 2038115

Unlock 2 more contacts

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