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3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-19 |
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 |
|---|---|---|---|---|
| Raymond James Financial Servives, Inc. | Torrance | CA | 06/2016 | 08/2024 |
| Raymond James Financial Services Advisors Inc. | Torrance | CA | 07/2016 | 08/2024 |
| Crux Insurance Agency, Llc. | Long Beach | CA | 11/2017 | Present |
| Crux Wealth Advisors | Long Beach | CA | 02/2016 | Present |
| Brookwood Investment Group | Phoenix | AZ | 06/2026 | Present |
(1) Name of Business: Crux Insurance Agency, LLC Address: 3444 E Anaheim St, Long Beach, CA, 90804, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/02/2017 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Transacting fixed annuities & life insurance, disability and LTC insurance using the guidelines set forth by Raymond James. (2) Name of Business: Iron and Oak Property Management Address: 13014 Riviera Place NE, Seattle, WA, 98125, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/04/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Property Management, service requests with regard to properties managed, oversight on billing, invoices, incoming rents.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-10 |
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