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3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-08-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Snug Harbor Financial & Insurance Dba Retirement Income Usa | Rockland | MA | 01/2009 | Present |
| Retirement Wealth Advisors, Inc. | Grand Rapids | MI | 05/2014 | 09/2017 |
| Secure Investment Management Llc | Tucson | AZ | 09/2017 | 01/2019 |
| Redwood Private Wealth, Llc | Rockland | MA | 07/2023 | Present |
| Brookwood Investment Group | Phoenix | AZ | 04/2025 | Present |
1) SNUG HARBOR FINANCIAL & INSURANCE SERVICES DBA RETIREMENT INCOME USA, 800 HINGHAM ST, SUITE 101 S, ROCKLAND, MA 02370, INSURANCE SALES - OWNER/PRINCIPAL SINCE 01/2009, MARKETING AND SALES OF INSURANCE PRODUCTS, HOURS DEDICATED: 40/WEEK (40/WEEK DURING TRADING HOURS)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-23 |
| S66 | Uniform Combined State Law Examination | 2012-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-12 |
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