Gerald Philip Sheridan

Current Employers

Brookwood Investment Group

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-11-12

CA RA
APPROVED

Since 2025-11-12

Branch Locations

San Jose, CA • United States

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

Organization	City	State	From	To
Emerald Blue Advisors, Inc.	Laguna Hills	CA	04/2013	06/2023
Redwood Private Wealth, Llc	San Jose	CA	06/2023	Present
Brookwood Investment Group	Phoenix	AZ	06/2025	Present

04/2013 → 06/2023

Emerald Blue Advisors, Inc.

Laguna Hills, CA
06/2023 → Present

Redwood Private Wealth, Llc

San Jose, CA
06/2025 → Present

Brookwood Investment Group

Phoenix, AZ

Previous Registrations

2023-06-16 → 2025-03-31

Redwood Private Wealth

Phoenix, AZ

San Jose, CA
2013-05-23 → 2023-06-09

Emerald Blue Advisors

San Jose, CA

Laguna Hills, CA

Campbell, CA

San Jose, CA
2011-09-01 → 2013-05-06

Householder Group Financial Advisors, Llc

Palo Alto, CA
2010-02-26 → 2011-07-27

Financial Telesis Inc

San Jose, CA

San Rafael, CA
2006-08-09 → 2010-02-02

Osaic Wealth, Inc.

Campbell, CA

Campbell, CA
2006-08-04 → 2010-02-01

Whjr Associates

Campbell, CA

Other Businesses

2005-PRESENT: LIFE INSURANCE AGENT/UNAFFILIATED CARRIERS/CAMPBELL, CA/INSURANCE RELATED/AGENT/MAY INVOLVE UP TO 50% TIME EACH MONTH INCLUDING DURING TRADITIONAL US MARKET HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-07-22
S63	Uniform Securities Agent State Law Examination	2005-04-27

S65 Uniform Investment Adviser Law Examination

2006-07-22
S63 Uniform Securities Agent State Law Examination

2005-04-27

Other Names

Gerald Sheridan
Jerry Sheridan

View on SEC IAPD