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3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-09-27 |
Branch Locations
3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
4 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Boston | MA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boston | MA | 11/2016 | 11/2018 |
| Belpointe Asset Management, Llc | Greenwich | CT | 11/2018 | 06/2023 |
| Belpointe Insurance, Llc | Greenwich | CT | 11/2018 | 01/2022 |
| Brookwood Insurance Group, Llc | Phoenix | AZ | 01/2022 | Present |
| Brookwood Investment Group Llc | Phoenix | AZ | 07/2023 | Present |
1). BROOKWOOD INSURANCE, LLC; INVESTMENT RELATED, 3930 E. RAY ROAD, SUITE 155, PHOENIX AZ 85044, INSURANCE AGENCY, SALES OF FIXED INSURANCE PRODUCTS; INSURANCE PRODUCER SINCE 01/2022 APPROX 2 HOURS PER MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-08 |
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