Best Investors Account Sign in
Current Employers
Brookwood Investment Group

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2026-06-05
WI RA APPROVED 2026-06-05
  • MO RA
    APPROVED
    Since 2026-06-05
  • WI RA
    APPROVED
    Since 2026-06-05

Branch Locations

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

Greenfield, WI • 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
Brookwood Investment Group Phoenix AZ 06/2025 Present
Hsbc Securities Usa, Inc. New York NY 07/2019 01/2020
Hsbc Bank Usa, N.A. New York NY 07/2019 01/2020
Ohm Concession Group (Arch City Deli) St. Louis MO 06/2015 08/2017
Purdue Ventures West Lafayette IN 09/2018 05/2019
Bw Forsyth Partners St. Louis MO 06/2018 07/2018
Purdue University West Lafayette IN 08/2015 05/2019
Unemployed St. Louis MO 02/2020 04/2020
Benjamin F. Edwards & Co. St. Louis MO 05/2020 Present
  • 06/2025 → Present
    Phoenix, AZ
  • 07/2019 → 01/2020
    Hsbc Securities Usa, Inc.
    New York, NY
  • 07/2019 → 01/2020
    Hsbc Bank Usa, N.A.
    New York, NY
  • 06/2015 → 08/2017
    Ohm Concession Group (Arch City Deli)
    St. Louis, MO
  • 09/2018 → 05/2019
    Purdue Ventures
    West Lafayette, IN
  • 06/2018 → 07/2018
    Bw Forsyth Partners
    St. Louis, MO
  • 08/2015 → 05/2019
    Purdue University
    West Lafayette, IN
  • 02/2020 → 04/2020
    Unemployed
    St. Louis, MO
  • 05/2020 → Present
    Benjamin F. Edwards & Co.
    St. Louis, MO
Other Businesses

OHM Concession Group LLC; Non-investment related; 4482 Woodson Road St. Louis MO, 63134; VP, Business Development at OHM Concession Group; March 2020; 30-40 hours a week during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-23
S63 Uniform Securities Agent State Law Examination 2019-07-19
  • S65 Uniform Investment Adviser Law Examination
    2026-05-23
  • S63 Uniform Securities Agent State Law Examination
    2019-07-19
Other Names
  • Kevin Patel

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Phoenix, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor