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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2014-04-09 |
| NM | RA | APPROVED | 2014-04-09 |
| TX | RA | APPROVED | 2014-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zookinis | Amarillo | TX | 06/2004 | Present |
| Royal Alliance Associates, Inc. | Kachina | TX | 05/2008 | Present |
1. WOOD FINANCIAL, INVESTMENT RELATED,6208 HILLSIDE SUITE 1300 AMARILLO, TX 79109,START DATE :28-NOV-2008, HOURS :160, SECURITY HOURS: 160,INVESTMENT RELATED PARTNER. 2. WOOD FINANCIAL POSITION: Partner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/23/2009 ADDRESS: 4711 Bell St., Amarillo TX 79109, United States DESCRIPTION: Provide Term Life Insurance and Variable Annuities to clients 3. STEVE, JOSH AND JAKE WOOD GENERAL PARTNERSHIP POSITION: Pertner NATURE: General Partnership that we put funds into monthly to pay our mortgage and to receive monthly income from a coffee shop we own. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2018 ADDRESS: 4711 Bell St., Amarillo TX 79119, United States DESCRIPTION: General Partner who just deposits funds to pay expenses on Wood Financial. 3. WOOD FINANCIAL - DBA POSITION: Partner NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 08/13/2008 ADDRESS: 4711 Bell St., Amarillo TX 79109, United States DESCRIPTION: DBA used to market my securities practice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-15 |
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