J. WOOD CAPITAL ADVISORS LLC X-17A-5 (2019-03-01) — Broker-dealer annual report

Full text of J. WOOD CAPITAL ADVISORS LLC's X-17A-5 filed 2019-03-01 (period 2018-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

• Company: J. WOOD CAPITAL ADVISORS LLC
• Form: X-17A-5
• Filed: 2019-03-01
• Period: 2018-12-31
• Accession: 0001586446-19-000001
• CIK: 1586446
• File #: 8-69348
• Material weakness: No
• Auditor: SD Mayer & Associates, LLP
• Auditor location: San Francisco, CA
• Contact: Linda Grimm
• Phone: 212-897-1685
• Signed by: Linda Grimm (Finop)

Document text (excerpt)

X-17A-5 0001586446 XXXXXXXX LIVE false false false 01-01-2018 12-31-2018 Broker-dealer N J. WOOD CAPITAL ADVISORS LLC 1820 CALISTOGA ROAD SANTA ROSA CA 95404 Linda Grimm 212-897-1685 SD Mayer & Associates, LLP 235 Montgomery Street 30th Floor San Francisco CA 94104 Certified Public Accountant Linda Grimm J. WOOD CAPITAL ADVISORS LLC 12-31-2018 Linda Grimm Finop Y

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• X-17A-5 — 2021-02-25
• X-17A-5 — 2020-03-02
• X-17A-5 — 2018-03-01
• X-17A-5 — 2017-03-01
• X-17A-5 — 2016-02-29
• X-17A-5 — 2015-03-02

Original filing on SEC EDGAR (source of record)