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Nathan Lewis Wood

Moors & Cabot, Inc.

Jackson, MS

Mountain Brook, AL

CRD 4525251

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Employer firm

Moors & Cabot, Inc. CRD 594

$3.44B regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Moors & Cabot, Inc.

One Federal Street 19Th Floor, Boston, MA 02110 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-07-17
MS RA APPROVED 2026-07-17
  • AL RA
    APPROVED
    Since 2026-07-17
  • MS RA
    APPROVED
    Since 2026-07-17

Branch Locations

1667 Lelia Drive, Jackson, MS 39216 • United States

Mountain Brook, AL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Coker & Palmer Jackson MS 03/2012 07/2026
Moors Cabot Inc Jackson MS 07/2026 Present
  • 03/2012 → 07/2026
    Coker & Palmer
    Jackson, MS
  • 07/2026 → Present
    Moors Cabot Inc
    Jackson, MS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-05-29
  • S66 Uniform Combined State Law Examination
    2002-05-29
Other Names
  • Nate Wood
  • Nathan Lewis Wood

View on SEC IAPD

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