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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)28 years in industry

EDWARD MASSENBURG WOOD

Advisor at CORNERSTONE WEALTH

HUNTERSVILLE, NC

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Search this name across graphsid dfx:ria:e5648f15-edbf-25f0-051b-211e445b1989

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 10, 2004 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CORNERSTONE WEALTH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 23, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66|S65|S63
First exam: Oct 23, 1997
First registration: Dec 10, 2004
Dual registered: yes, broker-dealer
Other names: ED WOOD
IAPD individual key: 2940109

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CORNERSTONE WEALTH	Independent wealth	Jan 4, 2018	n/a	yes	HUNTERSVILLE, NC	Current employment
CORNERSTONE WEALTH	Former SEC adviser	Oct 13, 2011	Jan 4, 2018	no	CORNELIUS, NC\|HUNTERSVILLE, NC	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Sep 8, 2006	Oct 12, 2011	no	CHARLOTTE, NC	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Jan 3, 2005	Jun 9, 2006	no	CHARLOTTE, NC\|CHARLOTTE, NC\|CHARLOTTE, NC	Previous registration
NCF FINANCIAL SERVICES, INC.	n/a	Dec 10, 2004	Jan 3, 2005	no	CHARLOTTE, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CORNERSTONE WEALTH	CORNERSTONE WEALTH	Jan 4, 2018	Jan 4, 2018	0	Channel change	Other
NFP ADVISOR SERVICES, LLC	CORNERSTONE WEALTH	Oct 12, 2011	Oct 13, 2011	1	Firm change	Other
SUNTRUST INVESTMENT SERVICES, INC.	NFP ADVISOR SERVICES, LLC	Jun 9, 2006	Sep 8, 2006	91	Firm change	Other
NCF FINANCIAL SERVICES, INC.	SUNTRUST INVESTMENT SERVICES, INC.	Jan 3, 2005	Jan 3, 2005	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
157935:289971:NC:2017-12-31	Jan 4, 2018	Jan 4, 2018	HUNTERSVILLE, NC	Firm change

Relationships

Registered with (5)

→ CORNERSTONE WEALTHRegistered adviserregistration: current employment
Jan 4, 2018 to presentfactForm ADV
→ CORNERSTONE WEALTHRegistered adviserregistration: previous registration
Oct 13, 2011 to Jan 4, 2018factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Sep 8, 2006 to Oct 12, 2011factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jan 3, 2005 to Jun 9, 2006factForm ADV
→ NCF FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Dec 10, 2004 to Jan 3, 2005factForm ADV

Dated events

No dated event names this entity yet.