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3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-02 |
Branch Locations
3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Dresher, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metrokas-Kamison Assoc | Dresher | PA | 01/1982 | Present |
| Redwood Private Wealth Llc | Phoenix | AZ | 11/2023 | Present |
| Corecap Advisors | Southfield | MI | 12/2013 | 11/2023 |
| Corecap Investments | Dresher | PA | 08/2022 | 11/2023 |
| Brookwood Investment Group | Phoenix | AZ | 05/2025 | Present |
LICENSED INSURANCE PRODUCER; 1414 MALCOLM DRIVE; DRESHER, PA 19025; INSURANCE AGENT OFFERING FIXED ANNUITIES, DISABILITY, HEALTH, LIFE, EMPLOYEE BENEFITS AND LONG TERM CARE; 5 HOURS PER MONTH, OF WHICH ALL HOURS PER MONTH ARE DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-12 |
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