Geoffrey Mishkin

Employer firm

Wood Wealth Group, LLC CRD 327286

$56.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2018 → 11/2019
  Penn Mutual Life Ins Co
  Horsham, PA
• 09/2015 → 04/2018
  Partners Healthcare
  Somverville, MA
• 07/2018 → 11/2019
  Hornor Townsend & Kent Inc
  Horsham, PA
• 12/2019 → Present
  Ohio National Financial Services
  Cincinnati, OH
• 03/2020 → Present
  The O.N. Equity Sales Company
  Cincinnati, OH
• 03/2020 → Present
  Wood Wealth Group, Llc
  Charlestown, MA
• 12/2019 → Present
  Wood Wealth Group, Llc
  Boston, MA
• 04/2018 → 12/2019
  Concord Wealth Management
  Waltham, MA

Previous Registrations

• 2020-03-12 → 2024-08-20
  On Investment Management Co
  Charlestown, MA

Other Businesses

1) Wood Wealth Group, LLC; 529 Main Street, Charlestown, MA 02129; yes investment related; insurance and investments; financial advisor; 01/01/2018-present; 25 Hours/month(25 during securities trading hours); insurance sales & service for multiple carriers. 2) LESLIE S. RAY INSURANCE AGENCY; 129 DODGE ST, BEVERLY, MA 01915; not investment related; life, disability, health and long term care insurance; life and disability insurance agent; 5/1/2019 ;80 hours/month (60 hours during market hours);Representing Leslie S Ray Agency Inc in their life, disability, health and long term care insurance department. 3) EAST COAST INSURANCE PROVIDERS; AGENT ; 77R Main Street, Amesbury, MA 01913 ;not investment related; Property and Casualty; START DATE: 1/1/2020; 10-20 hours/month (10-20 hours during security hours. 4) CGI Capital LLC dba RedLine Gear Cleaning; Partner; Non Investment Related; Location: 13326 SW 26th Street Davie Florida 33325; Description of the business: First responder gear cleaning service.; Responsibilities Duties: Manage operations; Start date: 2024-10-01; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 5.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-07
• S63 Uniform Securities Agent State Law Examination
  2018-10-12

Designations

• Certified Financial Planner