This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

WOOD WEALTH GROUP, LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 26, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

May 26, 2012

First registration

Jan 6, 2021

Dual registered

no

IAPD individual key

5999870

• Occurred

  Aug 21, 2024
  Advisor changed firm

  Jeffrey P Spencer left On Investment Management Co for Wood Wealth Group, Llc (registered 2024-08-16)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b85b16a9-f7ed-48ef-22fb-6bdb4c58aa8a

First observed

Jan 6, 2021

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.