Best Investors
Account
Sign in
Best Investors
Account
Sign in
3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-25 |
Branch Locations
3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Celebration, FL • United States
2 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 |
|---|---|---|---|---|
| Belpointe Asset Management, Llc | Greenwich | CT | 05/2016 | 06/2023 |
| Belpointe Insurance, Llc | Greenwich | CT | 05/2016 | 01/2022 |
| Brookwood Insurance Group Llc | Phoenix | AZ | 01/2022 | Present |
| Brookwood Investment Group Llc | Phoenix | AZ | 05/2023 | Present |
1) BROOKWOOD INSURANCE GROUP LLC; INVESTMENT RELATED, 3930 E. RAY ROAD, SUITE 155, PHOENIX AZ 85044, INSURANCE AGENCY; FIXED INSURANCE PRODUCTS; LICENSED INSURANCE PRODUCER, SINCE 1/2022, APPROX 20 HOURS PER MONTH; HOURS DURING TRADING: 5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-15 |
Reach out to this advisor