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3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-09 |
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Newtown | CT | 09/2009 | 01/2017 |
| The Patriot Financial Group, Llc | Southbrough | MA | 08/2014 | 01/2017 |
| Belpointe Asset Management, Llc | Reno | NV | 01/2017 | Present |
| Belpointe Insurance, Llc | Greenwich | CT | 01/2017 | 01/2022 |
| Rose & Kiernan, Inc. | East Greenbush | NY | 07/2019 | 05/2020 |
| Helpsey Health | Sunnyvale | CA | 05/2020 | 01/2021 |
| Brookwood Insurance Group | Phoenix | AZ | 01/2022 | Present |
| Redwood Private Wealth Llc | Phoenix | AZ | 06/2022 | Present |
| Empowered-Home | Buford | GA | 06/2021 | Present |
| Brookwood Investment Group | Phoenix | AZ | 04/2025 | Present |
(1) BROOKWOOD INSURANCE GROUP; INVESTMENT RELATED; 3930 E. RAY ROAD SUITE 155; PHOENIX; AZ; 85044; INSURANCE SALES; INSURANCE PRODUCER SINCE 01/2022; HOURS PER MONTH;5; TRADING HOURS: 0 (2). EMPOWERED-HOME, NON INVESTMENT RELATED, 3485 RIVERS END PLACE, BUFORD, GA 30519; REMOTE HEALTH CARE MONITORING; BUSINESS DEVELOPMENT SINCE 06/2021, HOURS PER MONTH:40; TRADING HOURS:0 (3). BELPOINTE ASSET MANAGEMENT, LLC; INVESTMENT RELATED; 500 DAMONTE RANCH, PARKWAY BUILDING 700, RENO NV 89521; SEC REGISTERED RIA; INVESTMENT ADVISOR REPRESENTATIVE; 01/2017; HOURS PER MONTH; 80; HOURS DURING TRADING: 80
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-18 |
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