Tricia L Carter Wood

Current Employers

Employment History

• 01/2016 → 03/2019
  Rhodes Securities, Inc.
  Fort Worth, TX
• 03/2019 → 11/2023
  Fsc Securities Corporation
  Forth Worth, TX
• 11/2023 → Present
  Osaic Wealth, Inc.
  Cameron, TX

Previous Registrations

• 2019-03-11 → 2023-11-03
  Fsc Securities Corporation
  Fort Worth, TX
  Atlanta, GA
  Fort Worth, TX
  Cameron, TX
• 2016-01-20 → 2019-03-12
  Rhodes Investment Advisors, Inc.
  Fort Worth, TX
  Fort Worth, TX
  Fort Worth, TX
• 2005-04-26 → 2016-01-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth , TX
  Fort Worth, TX

Other Businesses

1) Cameron ISD Scholarship Foundation; POSITION: General Board Member; NATURE: Scholarship Foundation from our local school.; INVESTMENT RELATED: Yes; NUMBER OF HOURS: 1; SECURITIES TRADING HOURS: 1; START DATE: 11/14/2022; ADDRESS: 304 E 12th Street, Cameron, Texas 76520, DESCRIPTION: I am an alumni from Cameron ISD, class of 1993. This scholarship foundation was established over 30 years ago. They award full or part scholarships to the gradating class of Seniors each year. The Seniors will submit an essay, GPA, etc. As a committee we decide if they qualify based on the donors guidelines. 2) Tricia Carter Wood; POSITION: none; NATURE: I refer all the needs I come across for Life, Health Care Insurance and Medicare Insurance to a 3rd parties.; INVESTMENT RELATED: Yes; NUMBER OF HOURS: 1; SECURITIES TRADING HOURS: 1; START DATE: 10/25/2019; ADDRESS: 2501 Parkview Dr #110, Fort Worth, Texas 76102 DESCRIPTION: I refer all the needs I come across for Health Care Insurance and Medicare Insurance to a 3rd party that shares 20% of the commission.. 3) BTW Properties LLC; POSITION: President; NATURE: LLC; INVESTMENT RELATED: Yes; NUMBER OF HOURS: 1; SECURITIES TRADING HOURS: 1; START DATE: 09/01/2021; ADDRESS: 210 N Houston Ave, Cameron, Texas 76520, United States; DESCRIPTION: Collect Rent and handle repairs as needed. 4) HABER WEALTH MANAGEMENT LLC POSITION: Founder & Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 01/20/2016 ADDRESS: 2501 Parkview Dr #110, Fort Worth TX 76102 DESCRIPTION: I offer consultative financial strategies to clients. I am focused on helping individuals and families through major financial transitions in their lives through the use of Life and Health Insurance Agent in Texas and holds Series 7 and 66 FINRA registrations in multi states. 5) HABER WEALTH MANAGMENT POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2024 ADDRESS: 2501 Parkview Dr #110, Fort Worth TX 76102 DESCRIPTION: Sublease : collect rent monthly 6) IRON TRACK REALTY POSITION: Secretary / Owner NATURE: LLC for a rental properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/18/2025 ADDRESS: 1443 County Rd 242, Cameron TX 76520 DESCRIPTION: Create monthly and annual notes during our budget meetings. 7) IRON TRACK RENTALS POSITION: Secretary / Owner NATURE: LLC - Rental Properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/18/2025 ADDRESS: 1443 County Road 242, Cameron TX 76520 DESCRIPTION: Create monthly and annual notes during our budget meetings. 8) IRON TRACK PROP HOLD POSITION: Secretary / Owner NATURE: LLC - Rental Properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/18/2025 ADDRESS: 1443 County Road 242, Cameron TX 76520 DESCRIPTION: Create notes from monthly and annual budget meetings. 9) LITTLE RIVER REALTY POSITION: Secretary / Owner NATURE: LLC - Rental Properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/18/2025 ADDRESS: 1443 County Road 242, Cameron TX 76520, DESCRIPTION: Create monthly and annual notes for budget meetings. 10) LITTLE RIVER RENTALS POSITION: Secretary / Owner NATURE: LLC - Rental Properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/18/2025ADDRESS: 1443 County Road 242, Cameron TX 76520 DESCRIPTION: Create monthly and annual notes during our budget meetings. 11) LITTLE RIVER PROPERTY MANAGEMENT LLC POSITION: Secretary / Owner NATURE: LLC - Rental Properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/18/2025 ADDRESS: 1443 County Road 242, Cameron TX 76520 DESCRIPTION: Create monthly and annual notes during our budget meetings.

Exams

• S66 Uniform Combined State Law Examination
  2005-04-25

Other Names

• Tricia Leigh Carter
• Tricia L Haber
• Tricia Carter-Haber
• Tricia Wood