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Current Employers
Brookwood Investment Group

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-02
  • CA RA
    APPROVED
    Since 2026-04-02

Branch Locations

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

Northridge, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Belpointe Asset Management Reno NV 01/2021 04/2021
Jamilah Mccluney Calabasas CA 01/2017 Present
Money Md La Jolla CA 09/2009 01/2017
Black Wealth Financial, Llc Northridge CA 01/2021 Present
Virtue Capital Management Brentwood TN 04/2021 08/2021
Blue Ocean Capital Management Simi Valley CA 08/2021 04/2022
Redwood Private Wealth Llc Phoenix AZ 04/2022 Present
Redwood Tax Specialists Northridge CA 01/2022 Present
Brookwood Investment Group Phoenix AZ 01/2025 Present
  • 01/2021 → 04/2021
    Belpointe Asset Management
    Reno, NV
  • 01/2017 → Present
    Jamilah Mccluney
    Calabasas, CA
  • 09/2009 → 01/2017
    Money Md
    La Jolla, CA
  • 01/2021 → Present
    Black Wealth Financial, Llc
    Northridge, CA
  • 04/2021 → 08/2021
    Virtue Capital Management
    Brentwood, TN
  • 08/2021 → 04/2022
    Blue Ocean Capital Management
    Simi Valley, CA
  • 04/2022 → Present
    Redwood Private Wealth Llc
    Phoenix, AZ
  • 01/2022 → Present
    Redwood Tax Specialists
    Northridge, CA
  • 01/2025 → Present
    Phoenix, AZ
Previous Registrations
  • 2022-04-04 → 2025-03-31
    Redwood Private Wealth
    Phoenix, AZ
    Northridge, CA
  • 2021-08-18 → 2022-04-01
    Blue Ocean Capital Management, Llc
    Calabasas, CA
    Simi Valley, CA
  • 2021-04-12 → 2021-08-04
    Calabasas, CA
    Brentwood, TN
  • 2021-01-21 → 2021-04-22
    Reno, NV
    Northridge, CA
Other Businesses

1. Black Wealth Financial LLC; investment related; 19525 Nordhoff Street #529, Northridge, CA 91324; Owner / CE; For marketing investment advisory and insurance business, Hours Per Month: 60; Trading Hours Per Month: 60 2. Carwash Salon, Non-Investment Related; Thousand Oaks, CA; Cash Wash Center; Owner since 04/2021; Hours Per Month: 2 Hours during trading: 0 3. Redwood Tax Specialists; investment related; 19525 Nordhoff Street #529, Northridge, CA 91324; Insurance Agency; Managing Director; Since 01/2022; Hours Per Month: 10; Trading Hours Per Month: 10 4. Licensed Insurance Producer; investment related; 19525 Nordhoff Street #529, Northridge, CA 91324; Life, Health & Fixed Insurance Products; Insurance Producer since 01/2017; Hours Per Month: 10; Trading Hours Per Month: 10

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-05
  • S65 Uniform Investment Adviser Law Examination
    2020-12-05

View on SEC IAPD

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