Bodwell Insurance Solutions — MARTINGSBURG, WV
Marketing Brand161 Rubens Circle , Martinsburg , WV , 25403 · 304-283-0864 · Send Email ... Operating under SOUTHLAND EQUITY PARTNERS, LLC. (CRD #154481).
Why This Matters
A marketing brand is the name a financial advisor uses with clients. It is often different from the SEC-registered firm that is legally responsible for their conduct and your money.
When you search for “Bodwell Insurance Solutions,” you won't find it on the SEC or FINRA websites. That's because the regulatory entity is SOUTHLAND EQUITY PARTNERS, LLC.. Any disclosures, complaints, or regulatory actions are filed under the firm — not the brand.
Source: SEC Form ADV filings and FINRA BrokerCheck
The Relationship
SOUTHLAND EQUITY PARTNERS, LLC.
CRD 154481 · IA
Brand Information
Inherited Transparency Score
Marketing brands inherit the transparency score of their registered parent firm. This score is not specific to Bodwell Insurance Solutions — it reflects the regulatory profile of SOUTHLAND EQUITY PARTNERS, LLC..
What This Means
The firm behind this brand has strong transparency practices. Their regulatory filings show comprehensive disclosure across fees, conflicts, and services.
This places them in the 74th percentile of all scored firms.
This firm's regulatory filings show comprehensive disclosure. The full firm profile has the details.
See full score breakdownRegulatory Context
Regulatory oversight is under SOUTHLAND EQUITY PARTNERS, LLC.
Any complaints, disclosures, or disciplinary actions are filed against the registered firm — not the marketing brand. Always check the firm's record, not just the brand name.
1 of 13 firm advisors use this brand
SOUTHLAND EQUITY PARTNERS, LLC. has 13 total registered advisors. Only 1 operates under the Bodwell Insurance Solutions brand name.
Verify before you trust
A polished brand name doesn't guarantee quality advice. Check the firm's full regulatory profile and each advisor's individual score before making decisions.
Advisors Under This Brand(1)
These advisors use the Bodwell Insurance Solutions brand name with their clients. Each has their own individual transparency score based on their personal regulatory record.