Marilyn Alise Wood

Current Employers

Employment History

• 05/2008 → 08/2017
  Invest Financial Corp.
  Tampa, FL
• 08/2017 → Present
  Commonwealth Financial Network
  Waltham, MA
• 08/2017 → Present
  Winslow Wood & Associates, Llc
  Albuquerque, NM

Previous Registrations

• 2008-05-23 → 2017-08-03
  Invest Financial Corporation
  Los Ranchos De Albuquerque, NM
  Appleton, WI
  Albuquerque, NM
• 1995-10-13 → 2008-05-15
  Cetera Wealth Services, Llc
  Albuquerque, NM

Other Businesses

1. Co-Owner, Winslow Wood & Associates, LLC a private entity established to facilitate securities, advisory, and insurance business; as of 6/13/2017; 100% time spent during business hours; Conducted at branch; Investment related. 2. Winslow Wood & Associates, LLC, fixed insurance sales, conducted from branch location, as of 06/13/2017l approximately 70% of time spent during securities hours; investment related. 3. Co-owner, FOG Properties, LLC, an entity created for the purpose of buying and managing Residential real estate in Coronado, CA 92118, as of 10/2018; Approximately 0% time spent during securities trading hours per month; Not Conducted at branch location; Investment related. 4. Co-Owner, TTMF LLC, an entity created for the purpose of buying and managing Commercial real estate at 6759 Academy RD NE, Albuquerque, NM 87109, as of 10/13/2020; 1% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-11-21
• S63 Uniform Securities Agent State Law Examination
  1994-10-11

Other Names

• Marilyn A Bouska