CL
Catherine Lorraine Woodman
CRD 4268744
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Impact Investors, Inc. | Registered representative | 07/20/2026 |
| Holon Wealth Management, Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Impact Investors, Inc.
Principal Advisor And Cco · 50% – 75% · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗