Gorham B. Wood
Professional summary
Gorham Barney Wood, who also goes by Bunny Wood, is a registered financial advisor currently at PETTYJOHN, WOOD & WHITE, INC. located in Lynchburg, Virginia.
Gorham is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Gorham has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gorham Barney Wood's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 4, 2013 - Present
PETTYJOHN, WOOD & WHITE, INC.
Office #1: 1925 Atherholt Road, Lynchburg, VA 24501July 3, 2002 - February 20, 2014
WOOD & WHITE INVESTMENT ADVISORS, L.L.C.
May 5, 1999 - July 1, 2002
SCOTT & STRINGFELLOW, LLC
February 24, 1994 - July 1, 2002
SCOTT & STRINGFELLOW, LLC
November 24, 1993 - May 5, 1999
SCOTT & STRINGFELLOW, INC.
Primary Firm SEC Registration
PETTYJOHN, WOOD & WHITE, INC.
CRD#: 106403 / SEC#: 801-13803
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/4/2013)
Exams
Current Firm
PETTYJOHN, WOOD & WHITE, INC.
CRD#: 106403 / SEC#: 801-13803
Contact information
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 976 |
| AUM (Assets Under Management) | $ 853,805,405 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/30/2024 | ||
| 11/13/2023 | ||
| 02/02/2023 |
Red Flags
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