David R. Wood

Current Employers

Employment History

• 10/2012 → 05/2022
  Mfs Fund Distributors, Inc.
  Boston, MA
• 05/2022 → 06/2024
  Raymond James Financial Services, Inc.
  Westborough, MA
• 05/2022 → 06/2024
  Raymond James Financial Services Advisors, Inc.
  Westborough, MA
• 06/2024 → Present
  Pensionmark Financial Group, Llc
  Santa Barbara, CA
• 06/2024 → Present
  World Investments, Inc.
  Lincroft, NJ

Previous Registrations

• 2022-05-17 → 2024-06-28
  Raymond James Financial Services Advisors, Inc
  Westborough, MA

Other Businesses

1 BNI- Elite Referral; Non-Investment Related; 205 S Quinsagamond Street, Shrewsbury, MA, 01545; Board Member, Board Subcommittee Member, Officer, or Director; Officer - Vice President;10/02/2023 10 hours per month; 20 Hours per month during trading hours; Business referral group 2. Boston Harbor Wealth Advisors; Investment Related; 1400 Computer Dr Ste 201, Westborough, MA, 01581-1889; Support Company; Associate/Employee; 05/10/2022; 81 Hours per month; 81 hours during trading hours; Financial advisor and client relationship manager 3. SubContacts, Inc.19 W; Non-Investment Related; 19 Walsingham St. Newton, MA 02462; This is an app for the construction industry to connect general contractors with subcontractors. It is free to use and has generally been used for folks to network. We won't make any money off this venture. I strictly had handled marketing in the past. Although still active, we are slowly winding this project down and will be discontinuing by the end of the year; President; 06/21/2024; 2 ours per month; 0 hours during trading hours; I was in charge of marketing efforts for the app, by raising awareness to the app and drawing in users. I no longer devote any time to the project. We are in the midst of shutting down this app, although it is still active for now. 4. Various; Investment Related; 1400 Computer Dr Ste 201, Westborough, MA, 01581; Life, Variable, Disability & Long-Term Care Insurance;6/21/2024; 2 hours per month; 2 hours during trading hours; We provide insurance as an option to clients who may be under insured or may need to update / upgrade a policy. It does not interfere with our financial planning / normal scope of business. it serves as a complement.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-13
• S63 Uniform Securities Agent State Law Examination
  2012-08-16