Joseph Edward Ward

Current Employers

Brookwood Investment Group

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-03-25

FL RA
APPROVED

Since 2026-03-25

Branch Locations

St Petersburg, FL • 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

Organization	City	State	From	To
Pinkerton Insurance Group	St Petersburg	FL	05/2015	02/2018
Suncoast Insurance Solutions	St Petersburg	FL	08/2014	Present
Brokers International Financial Services	St Petersburg	FL	06/2015	05/2018
Belpointe Insurance, Llc	Greenwich	CT	06/2018	01/2022
Belpointe Asset Managment, Llc	Greenwich	CT	06/2018	06/2023
Redwood Private Wealth Llc	Phoenix	AZ	05/2022	Present
Ocean One Insurance Agency, Llc	Jupiter	FL	07/2022	Present
Brookwood Investment Group Llc	Phoenix	AZ	06/2023	Present

05/2015 → 02/2018

Pinkerton Insurance Group

St Petersburg, FL
08/2014 → Present

Suncoast Insurance Solutions

St Petersburg, FL
06/2015 → 05/2018

Brokers International Financial Services

St Petersburg, FL
06/2018 → 01/2022

Belpointe Insurance, Llc

Greenwich, CT
06/2018 → 06/2023

Belpointe Asset Managment, Llc

Greenwich, CT
05/2022 → Present

Redwood Private Wealth Llc

Phoenix, AZ
07/2022 → Present

Ocean One Insurance Agency, Llc

Jupiter, FL
06/2023 → Present

Brookwood Investment Group Llc

Phoenix, AZ

Previous Registrations

2022-06-01 → 2025-03-31

Redwood Private Wealth

St Petersburg, FL

Phoenix, AZ
2018-06-12 → 2023-06-28

Belpointe Asset Management Llc

Saint Petersburg, FL

Reno, NV
2015-06-25 → 2018-05-29

Integrity Alliance, Llc.

St. Petersburg, FL

St Petersburg, FL

Urbandale, IA
2011-05-26 → 2015-06-23

Questar Asset Management, Inc.

St Petersburg, FL

Minneapolis, MN

Other Businesses

1). SUNCOAST INSURANCE SOLUTIONS; INVESTMENT RELATED; 319 5TH STREET NORTH ST PETERSBURG, FL 33701; DBA FOR MEDICARE PRODUCTS; OWNER & AGENT SINCE 7/2015; 20 HOURS PER MONTH. 2). OCEAN ONE INSURANCE AGENCY, LLC: INVESTMENT RELATED; 3535 N MILITARY TRAIL SUITE 101, JUPITER FL 33458; PROPERTY CASUALTY INSURANCE; GENERAL AGENT SINCE 07/2022; HOURS PER MONTH; 16; HOURS DURING TRADING: 0

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-04-19

S66 Uniform Combined State Law Examination

2011-04-19

Designations

View on SEC IAPD