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Detailed Report
CORY MATTHEW WOOD
CORY M. WOOD, Cory Wood, CORY MATTHEW `WOOD
CRD#: 6657608
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 401 E JACKSON ST
FL 20
TAMPA, FL 33602
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 401 E JACKSON ST
FL 20
TAMPA, FL 33602
Registration History
201620172018201920202021202220232024202520262 FIRMS2019 - 2021 (2 years)2 FIRMS2022 - Present (2 years)BNYLIFE SECURITIES LLC (CRD# 5167)2016 - 2017 (<1 year)IAFISHER INVESTMENTS (CRD# 107342)2022 - 2022 (<1 year)
License(s)

State Registrations

B
Florida 4/4/2022
B
Georgia 4/22/2022
IA
Florida 4/8/2022

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
401 E JACKSON ST FL 20, TAMPA, FL 33602
Registered with this firm since 4/8/2022
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
401 E JACKSON ST FL 20, TAMPA, FL 33602
36105 E LAKE RD, PALM HARBOR, FL 34685
Registered with this firm since 3/18/2022
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 01/07/2022 - 02/16/2022 FISHER INVESTMENTS (CRD#:107342) TAMPA, FL
IA
 03/07/2019 - 08/30/2021 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) NASHVILLE, TN
B
 01/25/2019 - 08/30/2021 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) NASHVILLE, TN
B
 12/15/2016 - 08/23/2017 NYLIFE SECURITIES LLC (CRD#:5167) FRANKLIN, TN
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.