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3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-06-01 |
Branch Locations
3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Gilford, NH • 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 |
|---|---|---|---|---|
| Advisors Financial Planning Group, Llc | Gilford | NH | 04/2005 | 07/2021 |
| Redwood Private Wealth Llc | Phoenix | AZ | 06/2021 | Present |
| Redwood Tax Specialists | Cornelius | NC | 01/2018 | Present |
| Brookwood Investment Group | Phoenix | AZ | 04/2025 | Present |
1) LICENSED INSURANCE PRODUCER; INVESTMENT RELATED; 2 AIRPORT ROAD, GILFORD NH 03249; INDEPENDENT INSURANCE PRODUCER; LIFE, HEALTH & FIXED ANNUITIES SALES SINCE 4/2005. 2) TAX REDUCTION SPECIALISTS; INVESTMENT RELATED; 19720 JETTON ROAD, 3RD FLOOR, CORNELIUS, NC 28031; INSURANCE AGENCY; MANAGING DIRECTOR SINCE 1/2018; HOURS PER MONTH: 20, TRADING HOURS: SOME TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-08-17 |
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