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3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-08 |
Branch Locations
Columbia Station, OH • United States
3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Schippel Consulting, Inc. | Columbia Station | OH | 01/2001 | Present |
| Belpointe Asset Management, Llc. | Reno | NV | 03/2016 | 06/2023 |
| Belpointe Insurance, Llc | Greenwich | CT | 03/2016 | 09/2022 |
| Brookwood Investment Group Llc | Phoenix | AZ | 05/2023 | Present |
| Brookwood Insurance Group | Phoenix | AZ | 09/2022 | Present |
1) BROOKWOOD INSURANCE GROUP, LLC; INVESTMENT RELATED; 3930 E. RAY ROAD, SUITE 155, PHOENIX AZ 85044; FIXED INSURANCE PRODUCTS; INSURANCE PRODUCER SINCE 09/2022; APPROX 20 HOURS PER MONTH; HOURS DURING TRADING: 5 2) STEVEN SCHIPPEL IS THE PRESIDENT/OWNER OF SCHIPPEL CONSULTING. SINCE 01/2001 33850 PARKSIDE DRIVE, COLUMBIA STATION OHIO 44028; HOURS PER MONTH: 20; HOURS DURING TRADING: 10
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-20 |
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