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3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-02 |
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 |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-05 |
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