David Wood is a registered investment advisor, based in Loveland, OH, with 24 years of industry experience.
Location
1120 Cottonwood Drive, Suite 2, Loveland, OH, 45140
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David sells health insurance to small businesses and individuals, dedicating minimal time to this activity. He also operates as a financial advisor under the name Artisan Square Financial Group, spending full-time hours on this securities business.
Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Capital Brokerage CorporationBroker
Edward D. Jones & CO., L.P.Broker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.