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3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-06-30 |
Branch Locations
Middlebury, CT • 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 |
|---|---|---|---|---|
| Belpointe Asset Mangement, Llc | Phoenix | AZ | 05/2019 | 06/2023 |
| Martin'S Aluminum Products | Southbury | CT | 01/2017 | 05/2022 |
| Lake Waramaug Country Club | New Preston | CT | 05/2018 | 10/2018 |
| Target | Waterbury | CT | 01/2017 | 04/2018 |
| Polylok Inc. | Wallingford | CT | 05/2013 | 01/2017 |
| Brookwood Insurance Group Llc | Phoenix | AZ | 01/2022 | Present |
| Redwood Private Wealth Llc | Phoenix | AZ | 05/2022 | Present |
| Brookwood Investment Group Llc | Phoenix | AZ | 06/2023 | Present |
1). CRAFT KITCHEN; NON-INVESTMENT RELATED; 1244 MERIDEN AVE, SOUTHINGTON, CT; BARTENDER SINCE 05/2022; LESS THAN 20 HOURS PER WEEK; 0 TRADING HOURS. 2). BROOKWOOD INSURANCE GROUP LLC; INVESTMENT RELATED; 3930 E. RAY ROAD, SUITE 155, PHOENIX, AZ 85044; FIXED INSURANCE SALES; INSURANCE PRODUCER OF LIFE, HEALTH & ANNUITIES SALES; START DATE: 01/2022; HOURS PER MONTH: 10 HOURS PER TRADING HOURS: 5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-01 |
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