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MW

Mark S. Wood

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CRD#: 1345050
MW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mark Stanton Wood was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1985. Mark had worked at 9 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 6, 2010 - December 26, 2013

DOMINION INVESTOR SERVICES, INC.

BD
CRD#: 21548
SEABROOK, TX
Past

February 17, 2005 - December 31, 2009

DOMINION INVESTOR SERVICES, INC.

BD
CRD#: 21548
HOUSTON, TX
Past

July 22, 2002 - February 26, 2003

DOMINION INVESTOR SERVICES, INC.

BD
CRD#: 21548
MARBLE FALLS, TX
Past

June 29, 2001 - June 25, 2002

STANFORD GROUP COMPANY

BD
CRD#: 39285
HOUSTON, TX
Past

May 11, 2001 - January 29, 2002

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

February 1, 2000 - May 18, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

July 18, 1995 - December 31, 1999

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
DALLAS, TX
Past

March 1, 1995 - July 17, 1995

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
ATLANTA, GA
Past

August 14, 1990 - December 31, 1994

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
ATLANTA, GA
Past

October 18, 1988 - July 31, 1990

PRINCIPAL FINANCIAL SECURITIES,INC.

BD
CRD#: 260
DALLAS, TX
Past

October 30, 1987 - October 3, 1988

UNDERWOOD, NEUHAUS & CO., INCORPORATED

BD
CRD#: 839
Past

April 26, 1985 - October 19, 1987

JM DISSOLUTION, INC.

BD
CRD#: 6980

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/25/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


DI
DOMINION INVESTOR SERVICES, INC.
DOMINION INVESTOR SERVICES, INC. | REED SECURITIES COMPANY, INC. | PERFORMAX INVESTMENT SERVICES, INC.

CRD#: 21548 / SEC#: , 8-39029

BD
Terminated by SEC on 12/20/2024
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 03/14/1988
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
DOMINION FINANCIAL SERVICES, INC.PARENT/SHAREHOLDER
CRISLER, SHIRLEY MAEIP, SR VICE PRESIDENT, DIRECTOR, CORPORATE SECRETARY, CHIEF COMPLIANCE OFFICER2118069
SHROPSHIRE, CAMERON EDWARD IIIVICE PRESIDENT, CHIEF FINANCIAL OFFICER, FINOP2233524
SMITH, RIX CARLTONPRESIDENT, CEO, DIRECTOR, GP, MP,OP1061442

Disclosures


Regulatory Event1
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DOMINION INVESTOR SERVICES, INC.

CRD#: 21548

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