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3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Matthews & Co Private Wealth Advisors | Cornelius | NC | 02/2013 | 09/2019 |
| Iron River Capital Llc | Farmington | NM | 01/2020 | 05/2020 |
| Harvest Investment Services, Llc | Chicago | IL | 08/2019 | 01/2020 |
| Matthews & Co Private Wealth Advisors | Cornelius | NC | 09/2019 | Present |
| Matthews Investment Company | Cornelius | NC | 02/2021 | 11/2021 |
| Redwood Private Wealth Llc | Phoenix | AZ | 11/2021 | Present |
| Brookwood Investment Group | Phoenix | AZ | 04/2025 | Present |
1. Matthew's and Co Private Wealth Advisors LLC: Investment Related; 18612 Balmore Pines Lane, Cornelius NC 28031; Provides Outsource CFO Services & Insurance Sales; Title: Managing Member & CEO Start Date: 1/2019; Hours per month devoted to this business: 60; hours per month during trading hours: 60. 2. The Cut Barbershop; Non-Investment Related; 121 W. Trade Street, Suite 100, Charlotte NC 28202; Owner since 03/2010; Hours per week: 1, Hours per trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-24 |
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