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Charles Henry Trakas

Brookwood Investment Group

Middletown, DE

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
DE RA APPROVED 2025-04-11
  • DE RA
    APPROVED
    Since 2025-04-11

Branch Locations

Middletown, DE • 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
Virtue Capital Management, Llc Nashville TN 05/2016 07/2021
Redwood Tax Specialists Middletown DE 03/2020 Present
Stryde Savings Middletown DE 03/2017 06/2021
Trakas Insurance Agency Middletown DE 05/2020 Present
Redwood Private Wealth Llc Phoenix AZ 07/2021 Present
National Gold Consultants Middletown DE 10/2017 Present
Brookwood Investment Group Phoenix AZ 04/2025 Present
  • 05/2016 → 07/2021
    Nashville, TN
  • 03/2020 → Present
    Redwood Tax Specialists
    Middletown, DE
  • 03/2017 → 06/2021
    Stryde Savings
    Middletown, DE
  • 05/2020 → Present
    Trakas Insurance Agency
    Middletown, DE
  • 07/2021 → Present
    Redwood Private Wealth Llc
    Phoenix, AZ
  • 10/2017 → Present
    National Gold Consultants
    Middletown, DE
  • 04/2025 → Present
    Phoenix, AZ
Previous Registrations
Other Businesses

1). TRAKAS INSURANCE AGENCY; INVESTMENT RELATED; 115 BACK CREEK DRIVE, MIDDLETOWN, DE 19709; INSURANCE AGENCY; OWNER & INSURANCE PRODUCER; SINCE 05/2020; HOURS PER MONTH: 40; HOURS DURING TRADING HOURS: 10 2). REDWOOD TAX SPECIALISTS, INVESTMENT RELATED; 19720 JETTON ROAD, 3RD FLOOR, CORNELIUS, NC 28031; INSURANCE AGENCY; MANAGING DIRECTOR SINCE 03/2020; HOURS PER MONTH: 20; TRADING HOURS: 10 3). NATIONAL GOLD CONSULTANTS; INVESTMENT RELATED; 115 BACK CREEK DRIVE, MIDDLETOWN, DE 19709; PRECIOUS METAL WHOLESALER; SALES REPRESENTATIVE; SINCE 10/2017; HOURS PER MONTH: 5; TRADING HOURS: 5

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-04-24
S63 Uniform Securities Agent State Law Examination 1998-04-08
  • S65 Uniform Investment Adviser Law Examination
    2006-04-24
  • S63 Uniform Securities Agent State Law Examination
    1998-04-08
Other Names
  • Charles H. Trakas

View on SEC IAPD

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