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610 Newport Center Drive Suite 500, Newport Beach, CA 92660-6404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
| UT | RA | APPROVED | 2024-09-19 |
| WA | RA | APPROVED | 2005-09-29 |
Branch Locations
1200 Fifth Ave Suite 1725, Seattle, WA 98101 • United States
610 Newport Center Drive Suite 500, Newport Beach, CA 92660-6404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canterbury Consulting, Inc. | Newport Beach | CA | 01/2005 | Present |
| Canterbury Consulting, Inc. | Seattle | WA | 07/2020 | Present |
Since July 2024, Nolan Wood has been operating as an investment professional and advisor at Canterbury Asset Management (CAM), an investment advisory firm that is a wholly owned affiliate of Canterbury Consulting, Inc. CAM is registered in the Canadian provinces of British Columbia, Alberta and Ontario, providing investment advisory services similar to those offered by Canterbury Consulting. CAM's services are provided out of the Canterbury Consulting offices in the United States. Nolan Wood's work for CAM is part of his overall work at Canterbury Consulting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-01 |
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