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3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-04-11 |
Branch Locations
Middletown, DE • United States
3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-08 |
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