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3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-22 |
Branch Locations
3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Long Beach, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Irvine | CA | 10/2010 | 06/2019 |
| Belpointe Asset Management, Llc | Phoenix | AZ | 06/2019 | 06/2023 |
| Belpointe Insurance, Llc | Greenwich | CT | 06/2019 | 01/2022 |
| Brookwood Investment Group Llc | Phoenix | AZ | 05/2023 | Present |
| Brookwood Insurance Group Llc | Phoenix | AZ | 01/2022 | Present |
1) BROOKWOOD INSURANCE GROUP LLC; INDEPENDENT LICENSED INSURANCE PRODUCER; INVESTMENT RELATED; 3930 E. RAY ROAD, SUITE 155, PHOENIX AZ 85044; FIXED INSURANCE SALES; SINCE 01/2022; HOURS PER MONTH 5; HOURS DURING TRADING HOURS: 0 2) SHIPPING SALES; NON-INVESTMENT RELATED; 337 ARGONNE AVENUE, LONG BEACH, CA 90814; PROVIDING SHIPPING SERVICES TO BUSINESSES; SINCE 04/2020; HOURS PER MONTH; HOURS DURING TRADING: 2
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-16 |
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