Ryan Wood has been an investment adviser representative at Burr Financial Services since September 2022, and is not listed among the firm’s executive officers or direct owners.
Burr Financial Services, LLC is a firm with $138M under management, 159 clients and 3 advisers across 3 offices, as of its March 2026 filing.
Ryan Wood’s longest registration is the current one, 4 years at Burr Financial Services since 2022. Before joining Burr Financial Services in 2022, Ryan Wood was registered through Independent Financial Group, LLC and Unionbanc Investment Services, LLC.
- Burr Financial Services, LLCCurrent– present · 4 yearsOxnard, CA · Adviser representative · Firm CRD 323114
- Independent Financial Group, LLC– · under a yearPleasant Hill, CA · Adviser representative · Firm CRD 7717
- Unionbanc Investment Services, LLC– · under a yearVentura, CA · Adviser representative · Firm CRD 14455
Investment adviser representative registrations
Ryan Wood is registered as an investment adviser representative in 2 states. Each was approved in September 2022.
- CaliforniaSince 30 September 2022
- TexasSince 29 September 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 23 February 2022 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 August 2021 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 March 2021 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 12 February 2021 |
| SIE | Securities Industry Essentials Examination | 12 December 2020 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Ryan Gregory Wood
- CRD
- 7333458
- Firm
- Burr Financial Services · CRD 323114
- Office
- Oxnard, CA
- Registration
- Investment adviser registration
- In the industry since
- February 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Ryan Wood work?
Ryan Wood is an investment adviser representative registered through Burr Financial Services, LLC since September 2022, and is not listed among the firm’s executive officers or direct owners.
Is Ryan Wood a financial advisor?
Yes. Ryan Wood has a current investment-adviser registration in California and Texas, through Burr Financial Services since September 2022.
How many years of experience does Ryan Wood have?
Ryan Wood has 5 years in the financial industry, since February 2021, across 3 adviser firms.
What exams has Ryan Wood passed?
Ryan Wood has passed 5 licensing exams: the SIE, Series 6TO, Series 63, Series 65 and Series 7TO. The earliest, the SIE, was passed in December 2020.
Where did Ryan Wood work before Burr Financial Services?
Before Burr Financial Services, Ryan Wood was registered through Unionbanc Investment Services, LLC, August 2021 to January 2022.
Where is Ryan Wood based?
Ryan Wood’s registered office is in Oxnard, CA.
Is Ryan Wood registered with FINRA?
No. Ryan Wood has no current broker registration.
How can I verify Ryan Wood’s record?
Search CRD 7333458 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Wood’s full registration record.