Bennett Woodward has held the title Member at Intelligent Wealth Solutions since March 2019, is a control person of the firm and directly owns between 5% and 10% of it.
Intelligent Wealth Solutions LLC is an Austin, TX firm with $961M under management, 3,156 clients and 6 advisers across 2 offices, as of its September 2026 filing.
Bennett Woodward’s longest registration is the current one, 9 years at Waterloo Capital since 2016. Before joining Intelligent Wealth Solutions in 2022, Bennett Woodward was registered through Black Diamond Investment Partners, LLC and Raymond James & Associates, Inc.
- – present · 4 yearsAtlanta, GA · Adviser representative · Firm CRD 300403
- Waterloo CapitalAlso current– present · 9 yearsAustin, TX · Adviser representative · Firm CRD 133705
- Black Diamond Investment Partners, LLC– · 6 yearsAtlanta, GA · Adviser representative · Firm CRD 154640
- Raymond James & Associates, Inc.– · 6 yearsAtlanta, GA · Adviser representative · Firm CRD 705
Investment adviser representative registrations
Bennett Woodward is registered as an investment adviser representative in 2 states. The first approvals date from December 2016; the most recent is Georgia, in February 2022.
- GeorgiaSince 8 February 2022
- TexasSince 16 December 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 1 September 2004 |
| Series 7 | General Securities Representative Examination | 19 July 2004 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Bennett Hampton Woodward
- CRD
- 4370808
- Firm
- Intelligent Wealth Solutions · CRD 300403
- Role
- Member
- Office
- Atlanta, GA
- Registration
- Investment adviser registration
- In the industry since
- October 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does Bennett Woodward work?
Bennett Woodward has held the title Member at Intelligent Wealth Solutions LLC since March 2019, and is a control person of the firm.
Is Bennett Woodward a financial advisor?
Yes. Bennett Woodward has a current investment-adviser registration in Georgia and Texas, through Intelligent Wealth Solutions since May 2022.
How many years of experience does Bennett Woodward have?
Bennett Woodward has 22 years in the financial industry, since October 2004, across 4 adviser firms.
What exams has Bennett Woodward passed?
Bennett Woodward has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2004.
Where did Bennett Woodward work before Intelligent Wealth Solutions?
Before Intelligent Wealth Solutions, Bennett Woodward was registered through Black Diamond Investment Partners, LLC, November 2010 to December 2016; Raymond James & Associates, Inc., October 2004 to November 2010.
Where is Bennett Woodward based?
Bennett Woodward’s registered office is in Atlanta, GA.
Is Bennett Woodward registered with FINRA?
No. Bennett Woodward has no current broker registration.
How can I verify Bennett Woodward’s record?
Search CRD 4370808 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bennett Woodward’s full registration record.
- Gery SadzewiczChief Compliance Officer
- John ChatmasCEO