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3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-23 |
Branch Locations
3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Freehold, NJ • 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 |
|---|---|---|---|---|
| New Century Capital Management, Llc | Freehold | NJ | 03/2008 | 08/2022 |
| New Centry Capital Management, Llc | Freehold | NJ | 07/2017 | 08/2022 |
| Redwood Private Wealth Llc | Phoenix | AZ | 08/2022 | Present |
| Protected Goals, Llc | Freehold | NJ | 04/2014 | Present |
| Brookwood Investment Group | Phoenix | AZ | 04/2025 | Present |
1). PROTECTED GOALS, LLC; INVESTMENT RELATED; 80 WEST MAIN STREET, SUITE 2, FREEHOLD, NJ 07728; LIFE, HEALTH & FIXED ANNUITY SALES; LICENSED INSURANCE PRODUCER, SALES OF LIFE & FIXED ANNUITIES PRODUCTS; SINCE 04/2014; APPROX HOURS PER MONTH: 40; HOURS DURING TRADING: 20
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-31 |
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