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3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-01 |
Branch Locations
Boca Raton, FL • United States
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 |
|---|---|---|---|---|
| Self Employed | Boca Raton | FL | 01/2016 | Present |
| Mbtic, Llc | Pittsburgh | PA | 01/2009 | 08/2017 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 02/2019 | 08/2019 |
| Peak Brokerage Services, Llc | Palm Beach Gardens | FL | 08/2019 | 07/2021 |
| Blackridge Asset Management, Llc | Williamsville | NY | 11/2019 | 07/2021 |
| Redwood Private Wealth Llc | Phoenix | AZ | 12/2021 | Present |
| Redwood Tax Specialists | Boca Raton | FL | 04/2020 | Present |
| Brookwood Investment Group | Phoenix | AZ | 05/2025 | Present |
1. SELF EMPLOYED; INDEPENDENT INSURANCE PRODUCER; INVESTMENT RELATED; 5887 NW 24TH AVE, UNIT 1204, BOCA RATON, FL 33496; LIFE AND FIXED ANNUITY SALES; SINCE 01/2016; HOURS PER WEEK: 40 TRADING HOURS/: 30 2. REDWOOD TAX SPECIALISTS; INVESTMENT RELATED; 5887 NW 24TH AVE, UNIT 1204, BOCA RATON, FL 33496; MANAGING DIRECTOR; SINCE 04/2020: HOURS PER WEEK: 20 TRADING HOURS: 10
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-28 |
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