Daniel W Wood

Current Employers

Employment History

• 09/2014 → Present
  Lpl Financial Llc
  Bradenton, FL

Previous Registrations

• 2010-09-01 → 2014-10-07
  Edward Jones
  Bradenton, FL
  St Louis, MO
  Bradenton, FL

Other Businesses

1. 10/07/2014: WOOD INVESTMENT MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 417 12TH STREET WEST, SUITE 200, BRADENTON, FL 34205 - START 10/01/2014 - 100% OF TIME SPENT 2. 02/19/2015: FINANCIAL PEACE UNIVERSITY - NOT INV REL - 417 12TH ST W. 2ND FLOOR CONFERENCE ROOM, BRADENTON, FL 34205 - BUDGET CLASS - START 02/10/2015 - 160 HR/MO NONE DURING SECS TRDG HRS - CLASS INSTRUCTOR. 3. 11/14/2018 - SeaCoast Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:11/01/2018 - 160 Hours Per Month/160 Hours During Trading. 4. 8/12/2019 - SeaCoast Mortgage Partners - Investment Related - At Reported Business Location(s) - Mortgage/Real Estate Services - Co-owner - Started 07/12/2017 - 10 Hours Per Month/0 Hours During Securities Trading - Co-own with spouse, a corporation named SeaCoast Mortgage Partners. 5. 02/21/2024 - Billfish Wealth Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 2/23/2024 - 160 Hrs/Mo; 8 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2010-08-26