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10100 North Central Expressway Suite 333, Dallas, TX 75231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-07 |
Branch Locations
10100 North Central Expressway Suite 333, Dallas, TX 75231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 03/2016 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 03/2016 | 03/2019 |
| Woodbury Financial Services, Inc. | Dallas | TX | 03/2019 | 05/2019 |
| Woodbury Financial Services, Inc. | Dallas | TX | 03/2019 | 05/2019 |
| Wood Wealth Management Llc | Dallas | TX | 02/2019 | Present |
ROBERT WOOD. 1) POSITION: Insurance Agent. NATURE: Fixed insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 03/21/2016 ADDRESS: 8330 LYNDON B JOHNSON FREEWAY SUITE B662 DALLAS, TX 75243 DESCRIPTION: Offering fixed annuities to clients. 2) POSITION: Agent. NATURE: Life and Annuity Sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/11/2021 ADDRESS: 10100 NORTH CENTRAL EXPRESSWAY #341 DALLAS TX 75231 DESCRIPTION: Life and Annuity Sales/Service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-07 |
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