David Logan Wood

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2012 → Present
  Raymond James Financial Services
  Colorado Springs, CO
• 01/2012 → Present
  Raymond James Financial Services Advisors Inc.
  Colorado Springs, CO
• 05/2014 → Present
  First Tech Federal Credit Union
  Colorado Springs, CO
• 01/2012 → Present
  Addison Avenue Investment Services
  Colorado Springs, CO

Previous Registrations

• 2010-09-20 → 2012-07-16
  Addison Avenue Financial Partners, Llc
  Colorado Springs, CO
  Rocklin, CA
• 2010-08-04 → 2012-01-25
  Essex National Securities, Llc
  Colorado Springs, CO
• 2009-11-23 → 2010-04-12
  Cuso Financial Services, L.P.
  Colorado Springs, CO
  Colorado Springs, CO
  Colorado Springs, CO
  Colorado Springs, CO
  Colorado Springs, CO
  Colorado Springs, CO
  Colorado Springs, CO

Other Businesses

(1) Name of Business: Address: 436734 E 310 Rd., Big Cabin , OK, 74332, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Renting arrange for any repairs (2) Name of Business: Wood Ranch Address: 436734 E 310 Rd, Big Cabin, OK, 74332, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 10/01/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (3) Addison Avenue Investment Services Address: 5725 Mark Dabling Blvd Ste 140, Colorado Springs, CO, 80919, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/21/2012 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide Financial Advice to our members

Exams

• S66 Uniform Combined State Law Examination
  2009-11-18
• S65 Uniform Investment Adviser Law Examination
  1997-06-17
• S63 Uniform Securities Agent State Law Examination
  1990-04-26