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3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-06-20 |
Branch Locations
Bloomington, MN • United States
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 |
|---|---|---|---|---|
| Secure Investment Management, Llc | Tucson | AZ | 09/2015 | 08/2018 |
| J.D. Mellberg Financial | Tucson | AZ | 08/2013 | 12/2017 |
| Regal Investment Advisors | Kentwood | MI | 08/2018 | 06/2020 |
| Belpointe Asset Management, Llc | Phoenix | AZ | 06/2020 | 09/2021 |
| Redwood Tax Specialists | Minneapolis | MN | 07/2020 | Present |
| Redwood Private Wealth Llc | Phoenix | AZ | 09/2021 | Present |
| Brookwood Investment Group | Phoenix | AZ | 01/2025 | Present |
1)INDEPENDENT INSURANCE AGENT, INVESTMENT RELATED, 3800 AMERICAN BLVD. WEST BLOOMINGTON, MN 55431, INSURANCE SALES, SINCE 01/1996, APPROXIMATELY 30 HOURS PER MONTH, SOME DURING TRADING HOURS. 2) REDWOOD TAX SPECIALISTS, INVESTMENT RELATED, MINNEAPOLIS/ST PAUL MN, MANAGING DIRECTOR, SINCE 10/20020, 10 HOURS PER WEEK, SOME TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 1980-10-24 |
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