Martin Aaron Shapiro

Current Employers

Employment History

• 06/1985 → Present
  Martin Shapiro Insurance
  San Diego, CA
• 02/2015 → 11/2017
  Securities America Inc
  San Diego, CA
• 02/2015 → 11/2017
  Securities America Advisors
  San Diego, CA
• 12/2015 → 11/2017
  Arbor Point Advisors
  San Diego, CA
• 11/2017 → 02/2022
  Woodbury Financial Services Inc
  Orange, CA
• 02/2022 → Present
  Redwood Private Wealth Llc
  Phoenix, AZ
• 05/2021 → Present
  Redwood Tax Specialists
  San Diego, CA
• 02/2022 → Present
  Rocket Mortgage Pro
  San Diego, CA
• 04/2025 → Present
  Brookwood Investment Group
  Phoenix, AZ

Previous Registrations

• 2022-02-24 → 2025-03-28
  Redwood Private Wealth
  Orange, CA
  Phoenix, AZ
  Shelby, NC
  Wilmington, NC
  Orange, CA
• 2017-11-29 → 2022-03-02
  Woodbury Financial Services, Inc.
  Santee, CA
  Orange, CA
  Santee, CA
  Orange, CA
  San Diego, CA
• 2015-02-11 → 2017-12-01
  Securities America Advisors, Inc.
  Sa, CA
  Santee, CA
  Orange, CA
• 2015-12-21 → 2016-08-19
  Arbor Point Advisors
  San Diego, CA
  Yorba Linda, CA

Other Businesses

1. MARTIN SHAPIRO INVESTMENT RELATED: Yes ADDRESS: 500 N. State College Blvd., Suite 1100, Orange CA 92868, United States POSITION: Owner & Insurance Producer NATURE: Insurance Sales START DATE: 06/15/1985 NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 DESCRIPTION: Design, recommend and implement life, health, disability insurance, long-term care, medicare supplement and fixed annuity recommendations for our clients. 2. REDWOOD TAX SPECIALISTS INVESTMENT RELATED: Yes ADDRESS: 500 N. State College Blvd., Suite 1100, Orange CA 92868, United States NATURE OF BUSINESS: insurance sales POSITION: Managing Director NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2021 3. ROCKET MORTGAGE PRO INVESTMENT RELATED: No ADDRESS: 500 N. State College Blvd., Suite 1100, Orange CA 92868, United States NATURE: Mortgages POSITION: Independent Contractor - Mortgage Loan Originator in CA START DATE: 02/01/2022 NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-09-12

Designations

Other Names

• Martin A Shapiro