Catherine Woodman has been President & CCO of Holon Wealth Management since May 2025, is a control person of the firm and directly owns 75% or more of it.
Holon Wealth Management, Inc is a firm with $124M under management, 60 clients and 1 adviser in one office, as of its August 2026 filing.
Catherine Woodman’s longest registration was 13 years at Protected Investors of America (2003–2016). Before joining Holon Wealth Management in 2025, Catherine Woodman was registered through Impact Investors and Cambridge Investment Research Advisors, Inc.
- Holon Wealth ManagementCurrent– present · 1 yearEugene, OR · Adviser representative · Firm CRD 336780
- Impact Investors– · 8 yearsEugene, OR · Adviser representative · Firm CRD 289028
- Cambridge Investment Research Advisors, Inc.– · 2 yearsFairfax, CA · Adviser representative · Firm CRD 134139
- Protected Investors of America– · 13 yearsBerkeley, CA · Adviser representative · Firm CRD 6082
- Salomon Smith Barney Inc.– · 1 yearSan Francisco, CA · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Catherine Woodman is registered as an investment adviser representative in 2 states. The first approvals date from August 2025; the most recent is Oregon, in July 2026.
- CaliforniaSince 22 August 2025
- OregonSince 27 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 10 March 2003 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 November 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 October 2000 |
| Series 7 | General Securities Representative Examination | 11 October 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Catherine Lorraine Woodman
- CRD
- 4268744
- Firm
- Holon Wealth Management · CRD 336780
- Role
- President & CCO
- Office
- Eugene, OR
- Registration
- Investment adviser registration
- In the industry since
- November 2000
- Disciplinary history
- Not yet shown here · SEC record
Where does Catherine Woodman work?
Catherine Woodman has been President & CCO of Holon Wealth Management, Inc since May 2025, and is a control person of the firm.
Is Catherine Woodman a financial advisor?
Yes. Catherine Woodman has a current investment-adviser registration in California and Oregon, through Holon Wealth Management since August 2025.
How many years of experience does Catherine Woodman have?
Catherine Woodman has 25 years in the financial industry, since November 2000, across 5 adviser firms.
What exams has Catherine Woodman passed?
Catherine Woodman has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in October 2000. FINRA credited Catherine Woodman with the SIE, which began in October 2018.
Where did Catherine Woodman work before Holon Wealth Management?
Before Holon Wealth Management, Catherine Woodman was registered through Cambridge Investment Research Advisors, Inc., June 2016 to June 2018; Protected Investors of America, January 2003 to July 2016; Salomon Smith Barney Inc., December 2000 to December 2002.
Where is Catherine Woodman based?
Catherine Woodman’s registered office is in Eugene, OR.
Is Catherine Woodman registered with FINRA?
No. Catherine Woodman has no current broker registration.
How can I verify Catherine Woodman’s record?
Search CRD 4268744 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Catherine Woodman’s full registration record.