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3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-07 |
Branch Locations
3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Wilmette, IL • United States
3401 Allen Parkway, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-05-16 |
| TX | RA | APPROVED_RES | 2023-05-04 |
Branch Locations
3401 Allen Parkway, Houston, TX 77019 • United States
Wilmette, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors Inc. | Grand Rapids | MI | 01/2014 | 08/2021 |
| Online Trading Academy | Irvine | CA | 09/2015 | Present |
| Belpointe Asset Management, Llc | Reno | NV | 08/2021 | 05/2023 |
| Brookwood Investment Group | Phoenix | AZ | 08/2026 | Present |
09/2015 - Present; Online Trading Academy; investment related; 929 Linden Ave, Wilmette, IL 60091; Options Trading Instructor for Online Trading Academy; 40-80 hours/month (40-80 during trading hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-11 |
| S66 | Uniform Combined State Law Examination | 2010-12-27 |
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