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3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-03-02 |
Branch Locations
3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Lake Oswego | OR | 06/2016 | 06/2017 |
| Mml Investors Services, Llc | Lake Oswego | OR | 06/2016 | 06/2017 |
| Swanson Financial Services, Inc. | Lake Oswego | OR | 06/2017 | 04/2023 |
| Freedom Wealth Management Llc | Lake Oswego | OR | 10/2020 | 06/2023 |
| Freedom Wealth Management Llc | Lake Oswego | OR | 11/2020 | 06/2023 |
| Redwood Private Wealth Llc | Phoenix | AZ | 07/2023 | 01/2025 |
| Brookwood Investment Group | Phoenix | AZ | 04/2025 | Present |
1) INDEPENDENT INSURANCE AGENT, INVESTMENT-RELATED; 308 S MONTGOMERY STREET, UNIT 21, PORTLAND OR 97201: NATURE: FIXED INSURANCE PRODUCTS; LICENSED INSURANCE PRODUCER; 80 HOURS DEVOTED PER MONTH ALL DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-03-25 |
| S65 | Uniform Investment Adviser Law Examination | 2016-02-09 |
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