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529 Main Street Suite P200, Charlestown, MA 02129 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-07-17 |
| RI | RA | APPROVED | 2026-02-26 |
| VT | RA | APPROVED | 2025-12-12 |
| FL | RA | APPROVED | 2025-06-09 |
| MI | RA | APPROVED | 2025-05-30 |
| NH | RA | APPROVED | 2024-04-16 |
| WY | RA | APPROVED | 2024-03-11 |
| TX | RA | APPROVED_RES | 2024-02-26 |
| MA | RA | APPROVED | 2024-02-09 |
Branch Locations
529 Main Street Suite P200, Charlestown, MA 02129 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wood Wealth Group, Llc | Boston | MA | 10/2013 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 01/2015 | 01/2020 |
| Penn Mutual Life Insurance Co | Horsham | PA | 11/2014 | 12/2019 |
| O.N. Equity Sales Company | Cincinnati | OH | 01/2020 | 07/2023 |
| On Investment Management Co | Cincinnnati | OH | 01/2020 | 07/2023 |
| Wood Wealth Group, Llc | Charlestown | MA | 11/2023 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 02/2015 | 01/2020 |
1) PROPERTY MANAGEMENT AND RENTALS; INVESTMENT RELATED - NO; DBA NAME: ADPM, INC.; POSITION HELD: PROPRIETOR/OWNER; ADDRESS: 77R MAIN STREET, AMESBURY, MA 01913; START DT: 11/1/2019; NATURE OF ACTIVITY: PROPERTY MANANGEMENT AND RENTAL PROPERTY OWNER; APPROX HRS PER MTH: LESS THAN 10 HRS ;APPROX TRADING HRS PER MTH: LESS THAN 10 HRS; DESCRIPTION OF DUTIES: COLLECT RENTS AND MANAGE PROPERTIES. 2). East Coast Insurance Providers, LLC; 529 Main Street, Suite 200, Charlestown, MA 02129; Not investment related; Property and Casualty Ins; Owner; 12/20/2017-Present; 5 Hours/month (0 during securities trading hours); Selling and servicing property and casualty insurance. 3) RJR Holdings dba Moriarty Management Company 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-08 |
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