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 appears on SEC records since 2005 and is owned by a mix of a domestic entity and an individual. FINTRX flags indicate Woodrock is not tracked as a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. Publicly available fields in the snapshot do not include entries for client base, fee schedule, business activities, or specific advisory services. That pattern — registration as an investment bank with limited discrete advisory metadata — suggests the firm’s primary public-facing role is transactional or banking-related rather than operating as a traditional asset manager with disclosed advisory products.

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