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Robert William Wood

Wood Wealth Management LLC

Dallas, TX

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Current Employers
Wood Wealth Management Llc

10100 North Central Expressway Suite 333, Dallas, TX 75231 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-05-07
  • TX RA
    APPROVED
    Since 2019-05-07

Branch Locations

10100 North Central Expressway Suite 333, Dallas, TX 75231 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2016 → 03/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 03/2016 → 03/2019
    Questar Asset Management
    Minneapolis, MN
  • 03/2019 → 05/2019
    Woodbury Financial Services, Inc.
    Dallas, TX
  • 03/2019 → 05/2019
    Woodbury Financial Services, Inc.
    Dallas, TX
  • 02/2019 → Present
    Dallas, TX
Previous Registrations
  • 2019-03-01 → 2019-05-09
    Woodbury Financial Services, Inc.
    Dallas, TX
  • 2016-03-18 → 2019-03-01
    Questar Asset Management, Inc.
    Dallas, TX
    Minneapolis, MN
  • 2015-10-16 → 2016-03-21
    Cetera Wealth Services, Llc
    Dallas, TX
    Dallas, TX
  • 2004-07-22 → 2007-02-02
    Securities America Advisors, Inc.
    Addison, TX
    Dallas, TX
  • 1999-04-14 → 2004-07-23
    Sunamerica Securities, Inc.
    Dallas, TX
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-12
S63 Uniform Securities Agent State Law Examination 1996-10-07
  • S66 Uniform Combined State Law Examination
    2015-10-12
  • S63 Uniform Securities Agent State Law Examination
    1996-10-07
Other Names
  • Bob Wood

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