Christopher Joseph Wood

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

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

MD RA
APPROVED

Since 2026-07-17
RI RA
APPROVED

Since 2026-02-26
VT RA
APPROVED

Since 2025-12-12
FL RA
APPROVED

Since 2025-06-09
MI RA
APPROVED

Since 2025-05-30
NH RA
APPROVED

Since 2024-04-16
WY RA
APPROVED

Since 2024-03-11
TX RA
APPROVED_RES

Since 2024-02-26
MA RA
APPROVED

Since 2024-02-09

Branch Locations

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

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

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

10/2013 → Present

Wood Wealth Group, Llc

Boston, MA
01/2015 → 01/2020

Hornor Townsend & Kent Inc

Horsham, PA
11/2014 → 12/2019

Penn Mutual Life Insurance Co

Horsham, PA
01/2020 → 07/2023

O.N. Equity Sales Company

Cincinnati, OH
01/2020 → 07/2023

On Investment Management Co

Cincinnnati, OH
11/2023 → Present

Wood Wealth Group, Llc

Charlestown, MA
02/2015 → 01/2020

Hornor Townsend & Kent Inc

Horsham, PA

Previous Registrations

2020-01-14 → 2023-07-27

On Investment Management Co

Charlestown, MA
2015-02-23 → 2020-01-24

Hornor, Townsend & Kent, Llc

Braintree, MA

Quincy, MA

Waltham, MA

Wakefield, MA

Other Businesses

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.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-02-05
S63	Uniform Securities Agent State Law Examination	2010-10-08

S65 Uniform Investment Adviser Law Examination

2015-02-05
S63 Uniform Securities Agent State Law Examination

2010-10-08

Designations

Certified Financial Planner

Other Names

Chris Wood

View on SEC IAPD