Jeremy David Bryant

Current Employers

Brookwood Investment Group

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-04-09

NC RA
APPROVED

Since 2025-04-09

Branch Locations

China Grove, NC • United States

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

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Legacy First Financial	Charlotte	NC	01/2011	08/2021
American Financial Education Alliance	Charlotte	NC	06/2011	11/2022
Regal Investment Advisors Llc	Kentwood	MI	01/2015	08/2018
Prosperity Capital Advisors	Westlake	OH	08/2018	06/2022
Redwood Private Wealth Llc	Phoenix	AZ	06/2022	Present
Breese Financial Group Llc	China Grove	NC	06/2010	Present
Redwood Tax Specialists	China Grove	NC	03/2022	Present
Brookwood Investment Group	Phoenix	AZ	04/2025	Present

01/2011 → 08/2021

Legacy First Financial

Charlotte, NC
06/2011 → 11/2022

American Financial Education Alliance

Charlotte, NC
01/2015 → 08/2018

Regal Investment Advisors Llc

Kentwood, MI
08/2018 → 06/2022

Prosperity Capital Advisors

Westlake, OH
06/2022 → Present

Redwood Private Wealth Llc

Phoenix, AZ
06/2010 → Present

Breese Financial Group Llc

China Grove, NC
03/2022 → Present

Redwood Tax Specialists

China Grove, NC
04/2025 → Present

Brookwood Investment Group

Phoenix, AZ

Previous Registrations

2022-06-16 → 2025-03-31

Redwood Private Wealth

China Grove, NC

Phoenix, AZ
2018-08-29 → 2022-06-16

Prosperity Capital Advisors

Charlotte, NC

Westlake, OH

China Grove, NC
2015-01-02 → 2018-08-31

Regal Investment Advisors Llc

Charlotte, NC

Kentwood, MI
2014-08-06 → 2014-12-31

Bright Owl Investment Advisors

Charlotte, NC

Kentwood, MI
2011-12-19 → 2014-07-18

Redhawk Wealth Advisors, Inc.

Charlotte, NC

Other Businesses

1). COMPANY: BREESE FINANCIAL GROUP, LLC INVESTMENT RELATED; YES ADDRESS: 210 DEAL ESTATE DRIVE, CHINA GROVE, NC 28023 NATURE OF BUSINESS: INSURANCE SALES / MARKETING POSITION: PRESIDENT / INSURANCE PRODUCER DATES: 06/2010 HOURS: 20-25 HRS/WEEK; HOURS DURING TRADING; 10 2). COMPANY: REDWOOD TAX SPECIALISTS INVESTMENT RELATED; YES ADDRESS: 210 DEAL ESTATE DRIVE, CHINA GROVE, NC 28023 NATURE OF BUSINESS: INSURANCE SALES DATES: 03/2022 POSITION: MANAGING DIRECTOR DUTIES: SALE OF LIFE, HEALTH & FIXED INSURANCE PRODUCTS HOURS PER WEEK: 5; HOURS DURING TRADING: 5 3). COMPANY; LEGAL SHIELD INVESTMENT RELATED: NO ADDRESS: 210 DEAL ESTATE DRIVE, CHINA GROVE, NC 28023 NATURE OF BUSINESS: AN ONLINE LEGAL SERVICE THAT PROVIDES AFFORDABLE LEGAL COVERAGE FOR SMALL BUSINESS AND INDIVIDUALS. POSITION: SALES REPRESENTATIVE START DATE: 08/2018 HOURS: 20 HRS/WEEK 4). COMPANY; EP DOCUMENTS INVESTMENT RELATED: NO ADDRESS: 210 DEAL ESTATE DRIVE, CHINA GROVE, NC 28023 NATURE OF BUSINESS: AN ONLINE SERVICE PROVIDES AFFORDABLE ESTATE PLANNING DOCUMENTS. POSITION: SALES REPRESENTATIVE START DATE: 12/2022 HOURS: 5 HRS/WEEK

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-01-22
S63	Uniform Securities Agent State Law Examination	2003-09-30

S66 Uniform Combined State Law Examination

2011-01-22
S63 Uniform Securities Agent State Law Examination

2003-09-30

View on SEC IAPD