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Kevin Andrew Harrison

Wood Wealth Group, LLC

Rock Springs, WY

Charlestown, MA

CRD 8266103

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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:

Current Employers
Wood Wealth Group, Llc

529 Main Street Suite P200, Charlestown, MA 02129 • United States

Current Registrations

AuthorityCategoryStatusDate
WY RA APPROVED 2026-07-02
  • WY RA
    APPROVED
    Since 2026-07-02

Branch Locations

404 N Street Suite 304, Rock Springs, WY 82901 • United States

529 Main Street Suite P200, Charlestown, MA 02129 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Best Western Outlaw Inn Rock Springs WY 09/2014 03/2018
Uber & Lyft Rock Springs WY 05/2019 04/2020
Bed Company, Llc Rock Springs WY 05/2020 02/2023
East Coast Insurance Providers Amesbury MA 07/2025 Present
Walmart Spark Rock Springs WY 06/2018 09/2018
Wood Wealth Group, Llc Rock Springs WY 05/2026 Present
Sweetwater School Rock Springs WY 10/2018 01/2019
Smith's Rock Springs WY 03/2019 04/2019
Unemployed Rock Springs WY 02/2023 07/2025
  • 09/2014 → 03/2018
    Best Western Outlaw Inn
    Rock Springs, WY
  • 05/2019 → 04/2020
    Uber & Lyft
    Rock Springs, WY
  • 05/2020 → 02/2023
    Bed Company, Llc
    Rock Springs, WY
  • 07/2025 → Present
    East Coast Insurance Providers
    Amesbury, MA
  • 06/2018 → 09/2018
    Walmart Spark
    Rock Springs, WY
  • 05/2026 → Present
    Rock Springs, WY
  • 10/2018 → 01/2019
    Sweetwater School
    Rock Springs, WY
  • 03/2019 → 04/2019
    Smith's
    Rock Springs, WY
  • 02/2023 → 07/2025
    Unemployed
    Rock Springs, WY
Other Businesses

I am an independent contractor delivery driver. I receive no commissions for that. I am also an independent insurance agent with East Coast Insurance Providers and I receive commissions for insurance sales that are split with the general agent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-20
  • S65 Uniform Investment Adviser Law Examination
    2024-08-20

View on SEC IAPD

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