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3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-23 |
Branch Locations
Sea Bright, NJ • United States
3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • 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 |
|---|---|---|---|---|
| Guardian Life Ins | Woodbury | NY | 06/2013 | 03/2018 |
| Park Avenue Securities | Woodbury | NY | 01/2014 | 03/2018 |
| Mml Investors Services, Llc | Melville | NY | 04/2018 | Present |
| Massmutual Life Insurance Company | Melville | NY | 04/2018 | Present |
| Brookwood Investment Group | Phoenix | AZ | 09/2025 | Present |
1. Name: Shawn Kilmurray Inv rel: Y Add: Residential Nature: NONMMLIA Insurance Brokerage Position: Sales,Agent Start date: 01/01/2015 No. HR/MO: 10 No. HR/MO during sec trading: 2 Describe duties: Individual Life, Health, Group Disability 2. Name: TJ Martell Foundation Inv rel: N Add: 417 Fifth Ave 8th Floor Ste 814 New York NY 10016 Nature: Other Position: Non-Profit Board Member Start date: 01/01/2016 No. HR/MO: 2 No. HR/MO during sec trading: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-10 |
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