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Christopher Ryan Coolidge

Brookwood Investment Group

Phoenixville, PA

Phoenix, AZ

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Current Employers
Brookwood Investment Group

3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-12-26
  • PA RA
    APPROVED
    Since 2023-12-26

Branch Locations

Phoenixville, PA • United States

3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Solenture Advisors Llc Pittsburgh PA 05/2016 01/2017
Bpu Investment Management, Inc. Pittsburgh PA 08/2016 07/2017
Bluestone Capital Management Wayne PA 07/2017 05/2018
Oceansquare Asset Management, Llc Wayne PA 06/2017 12/2018
Ambassador Advisors, Llc Lancaster PA 02/2019 08/2019
Unemployed Wayne PA 09/2019 03/2020
Clearview Portfolio Consulting, Llc Chalfont PA 04/2020 11/2023
Brookwood Investment Group, Llc Phoenix AZ 12/2023 Present
  • 05/2016 → 01/2017
    Solenture Advisors Llc
    Pittsburgh, PA
  • 08/2016 → 07/2017
    Bpu Investment Management, Inc.
    Pittsburgh, PA
  • 07/2017 → 05/2018
    Bluestone Capital Management
    Wayne, PA
  • 06/2017 → 12/2018
    Oceansquare Asset Management, Llc
    Wayne, PA
  • 02/2019 → 08/2019
    Ambassador Advisors, Llc
    Lancaster, PA
  • 09/2019 → 03/2020
    Unemployed
    Wayne, PA
  • 04/2020 → 11/2023
    Clearview Portfolio Consulting, Llc
    Chalfont, PA
  • 12/2023 → Present
    Brookwood Investment Group, Llc
    Phoenix, AZ
Previous Registrations
  • 2020-04-21 → 2021-03-30
    Clearview Portfolio Consulting Llc
    Phoenixville, PA
    Chalfont, PA
  • 2017-08-08 → 2018-05-24
    Bluestone Capital Management, Llc
    Wayne, PA
  • 2016-08-23 → 2017-04-05
    Bpu Investment Management Inc.
    West Conshohocken, PA
    Pittsburgh, PA
  • 2016-06-01 → 2016-12-31
    Solenture Advisors Llc
    West Conshohocken, PA
    Pittsburgh, PA
Designations

View on SEC IAPD

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