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3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-06-30 |
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 | Bolton | CT | 02/2014 | 01/2017 |
| The Patriot Financial Group, Llc | Bolton | CT | 06/2015 | 01/2017 |
| Belpointe Asset Management, Llc | Reno | NV | 01/2017 | 06/2023 |
| Belpointe Insurance, Llc | Greenwich | CT | 01/2017 | 01/2022 |
| Brookwood Insurance Group Llc | Phoenix | AZ | 01/2022 | Present |
| Redwood Private Wealth Llc | Phoenix | AZ | 06/2022 | Present |
| Brookwood Investment Group Llc | Phoenix | AZ | 06/2023 | Present |
(1) RESIDENTIAL REAL ESTATE, OWNERSHIP SINCE 1989, APPROX 2 HOURS PER MONTH ON MANAGEMENT OF PROPERTIES. (2) BROOKWOOD INSURANCE GROUP, INVESTMENT RELATED, 3930 E RAY ROAD, SUTIE 155, PHOENIX, AZ 85044, 01/2022 FIXED INSURANCE SALES, INSURANCE PRODUCER SINCE 01/2022; APPROX 5 HOURS PER MONTH SOME TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-04 |
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