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3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-04-14 |
Branch Locations
3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Forest City, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brown Financial Resources | Forest City | IA | 10/2008 | Present |
| Horter Investment Management, Llc | Cincinnati | OH | 05/2015 | 07/2021 |
| U.S Department Of Defense | Des Moines | IA | 05/2018 | 03/2023 |
| Redwood Private Wealth Llc | Phoenix | AZ | 07/2021 | Present |
| Brookwood Investment Group | Phoenix | AZ | 04/2025 | Present |
Name of Business: Brown Financial Resources, LLC Investment Related?: No Current Business Address: 37558 110th Ave., Forest City, IA 50436 Nature of business: Insurance sales Your Title: President/Insurance agent Start Date:10/2008 Approx # of hours per month devoted to this business: 10 # of hours devoted during securities exchange hours: 10 Briefly describe your duties:insurance and annuity sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-04 |
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