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3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-03-25 |
Branch Locations
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 |
|---|---|---|---|---|
| Pfm Advisor | Nashville | TN | 06/1998 | 06/2021 |
| Redwood Private Wealth Llc | Phoenix | AZ | 06/2021 | Present |
| Redwood Tax Specialists | Franklin | TN | 03/2020 | Present |
| Brookwood Investment Group | Phoenix | AZ | 04/2025 | Present |
1). REDWOOD TAX SPECIALISTS, NON-INVESTMENT RELATED; 19720 JETTON ROAD, 3RD FLOOR, CORNELIUS, NC 28031; INSURANCE AGENCY; MANAGING DIRECTOR & INSURANCE PRODUCER; SINCE 03/2020; HOURS PER MONTH: 20, TRADING HOURS: 10
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-10-22 |
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