Ellwood Derricks has been President / CCO of Partnership Wealth Management since September 2005, is a control person of the firm and directly owns 75% or more of it.
Partnership Wealth Management, LLC is a Towson, MD firm with $235M under management, 139 clients and 2 advisers in one office, as of its August 2026 filing.
Ellwood Derricks’ longest registration was 11 years at LPL Financial LLC (2005–2016). Before joining Partnership Wealth Management in 2016, Ellwood Derricks was registered through Financial Advocates Investment Management and LPL Financial LLC.
- – present · 9 yearsTowson, MD · Adviser representative · Firm CRD 285718
- Financial Advocates Investment Management– · under a yearBaltimore, MD · Adviser representative · Firm CRD 151298
- LPL Financial LLC– · 11 yearsBaltimore, MD · Adviser representative · Firm CRD 6413
- Wachovia Securities, LLC– · 2 yearsBaltimore, MD · Adviser representative · Firm CRD 19616
- Prudential Securities Incorporated– · 1 yearBaltimore, MD · Adviser representative · Firm CRD 7471
Investment adviser representative registrations
Ellwood Derricks is registered as an investment adviser representative in 6 states, as a resident of Texas. The first approvals date from December 2016; the most recent is Florida, in November 2018.
- CaliforniaSince 2 December 2016
- District of ColumbiaSince 5 December 2016
- FloridaSince 7 November 2018
- MarylandSince 1 December 2016
- TexasResidentSince 20 April 2018
- VirginiaSince 2 December 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 18 June 2004 |
| Series 24 | General Securities Principal Examination | 12 June 2000 |
| Series 65 | Uniform Investment Adviser Law Examination | 16 December 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 July 1998 |
| Series 7 | General Securities Representative Examination | 14 July 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds 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
- Ellwood John Derricks
- CRD
- 3070255
- Firm
- Partnership Wealth Management · CRD 285718
- Role
- President / CCO
- Office
- 606 E JOPPA ROAD, Towson, MD 21286
- Registration
- Investment adviser registration
- In the industry since
- September 1998
- Disciplinary history
- Not yet shown here · SEC record
Where does Ellwood Derricks work?
Ellwood Derricks has been President / CCO of Partnership Wealth Management, LLC since September 2005, and is a control person of the firm.
Is Ellwood Derricks a financial advisor?
Yes. Ellwood Derricks has a current investment-adviser registration in California, District of Columbia, Florida, Maryland, Texas and Virginia, through Partnership Wealth Management since December 2016.
How many years of experience does Ellwood Derricks have?
Ellwood Derricks has 28 years in the financial industry, since September 1998, across 5 adviser firms.
What exams has Ellwood Derricks passed?
Ellwood Derricks has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 24 and Series 31. The earliest, the Series 7, was passed in July 1998. FINRA credited Ellwood Derricks with the SIE, which began in October 2018.
Where did Ellwood Derricks work before Partnership Wealth Management?
Before Partnership Wealth Management, Ellwood Derricks was registered through Wachovia Securities, LLC, July 2003 to September 2005; Prudential Securities Incorporated, August 2001 to July 2003.
Where is Ellwood Derricks based?
Ellwood Derricks’ registered office is in Towson, MD.
Is Ellwood Derricks registered with FINRA?
No. Ellwood Derricks has no current broker registration.
How can I verify Ellwood Derricks’ record?
Search CRD 3070255 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ellwood Derricks’ full registration record.