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181 East Main St. Suite #7, Hendersonville, TN 37075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-04-04 |
| TN | RA | APPROVED | 2015-04-13 |
Branch Locations
181 East Main St. Suite #7, Hendersonville, TN 37075 • United States
4 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wood Financial Group, Llc | Hendersonville | TN | 01/2007 | Present |
| Key Capital Management, Inc. | Hendersonville | TN | 11/2014 | Present |
1.)WOOD FINANCIAL GROUP, LLC, INVESTMENT RELATED, 181 E MAIN, STE 7, HENDERSONVILLE, TN 37075, DBA FOR FINANCIAL SERVICES ENTITY AND TAX PREPARATION BUSINESS, OWNER, START DATE 8/2003, 160 HRS/MTH, 160 HRS/MTH DURING TRADING HOURS, INSURANCE SALES, TAX PREPARATION 2.)RENTAL PROPERTY OWNER, INVESTMENT RELATED, 440 E MAIN STREET, HENDERSONVILLE, TN 37075, OWNER, START DATE 4/1/2014, 1 HR/MTH, 1 HR/MTH DURING TRADING HOURS, BUY AND RENT RESIDENTIAL REAL ESTATE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-09 |
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