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3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2023-07-05 |
Branch Locations
3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Warwick | RI | 09/2005 | 09/2017 |
| Belpointe Asset Management, Llc | Greenwich | CT | 09/2017 | 06/2023 |
| Insurance Sales | Greenwich | CT | 09/2017 | 01/2022 |
| Innovative Planning Partners | Warick | RI | 09/2017 | Present |
| Brookwood Insurance Group Llc | Phoenix | AZ | 01/2022 | Present |
| Brookwood Investment Group Llc | Phoenix | AZ | 06/2023 | Present |
1). BROOKWOOD INSURANCE GROUP LLC; 3930 E. RAY ROAD, SUITE 155, PHOENIX AZ 85044; FIXED INSURANCE SALES; LICENSED INSURANCE PRODUCER SINCE 01/2022; 10 HOURS PER MONTH, TRADING HOURS; 5 2). SERENITY REALTY, LLC; INVESTMENT-RELATED; TRUMBULL, CT 06611; REAL ESTATE HOLDING COMPANY; PRESIDENT & TREASURER; 04/2015; 1-9 HRS PER MONTH, 0 DURING SECURITIES TRADING HOURS; INVESTMENT PROPERTY OWNERSHIP.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-05 |
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