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3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-29 |
Branch Locations
3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Callahan Investment Advisor, Llc | Crawford | NE | 11/2013 | Present |
| Sole Proprietor | Crawford | NE | 06/2004 | 12/2020 |
| Sole Proprietor | Crawford | NE | 06/2004 | 12/2020 |
| Brookwood Investment Group | Phoenix | AZ | 06/2026 | Present |
KBG, LLC; non-investment related; Nevarre, FL; personal investing, no services provided; started 07/2022 sole member; 0 hours spent during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-23 |
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