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RIA / WealthAdvisor12 years in industry

Courtney LaShay Wiley Ingram

Advisor at BROOKWOOD INVESTMENT GROUP

Coyers, GA | PHOENIX, AZ

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Search this name across graphsid dfx:ria:3a1bca5b-6bb7-ab2e-b434-94befc22c4dd

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Mar 21, 2024 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BROOKWOOD INVESTMENT GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Mar 19, 2024
First registration: Mar 21, 2024
Dual registered: no
Other names: Courtney L. Wiley
IAPD individual key: 7834923

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BROOKWOOD INVESTMENT GROUP	Independent wealth	May 12, 2025	n/a	yes	PHOENIX, AZ\|Coyers, GA	Current employment
REDWOOD PRIVATE WEALTH	Former SEC adviser	Nov 1, 2024	Mar 28, 2025	no	Conyers, GA\|PHOENIX, AZ	Previous registration
CORNERSTONE ADVISORS LLC	Independent wealth	Aug 5, 2024	Oct 9, 2024	no	FAYETTEVILLE, AR\|Conyers, GA	Previous registration
ADVISOR SHARE WEALTH MANAGEMENT, LLC	Independent wealth	May 9, 2024	Aug 19, 2024	no	Conyers, GA\|VANCOUVER, WA	Previous registration
FISCAL WISDOM WEALTH MANAGEMENT LLC	Independent wealth	Mar 21, 2024	Apr 5, 2024	no	CANTON, CT\|Conyers, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
REDWOOD PRIVATE WEALTH	BROOKWOOD INVESTMENT GROUP	Mar 28, 2025	May 12, 2025	45	Bulk transfer	RIA to RIA
CORNERSTONE ADVISORS LLC	REDWOOD PRIVATE WEALTH	Oct 9, 2024	Nov 1, 2024	23	Firm change	RIA to RIA
ADVISOR SHARE WEALTH MANAGEMENT, LLC	CORNERSTONE ADVISORS LLC	Aug 19, 2024	Aug 5, 2024	-14	Firm change	RIA to RIA
FISCAL WISDOM WEALTH MANAGEMENT LLC	ADVISOR SHARE WEALTH MANAGEMENT, LLC	Apr 5, 2024	May 9, 2024	34	Firm change	RIA to RIA

Relationships

Registered with (5)

→ BROOKWOOD INVESTMENT GROUPRegistered adviserregistration: current employment
May 12, 2025 to presentfactForm ADV
→ REDWOOD PRIVATE WEALTHRegistered adviserregistration: previous registration
Nov 1, 2024 to Mar 28, 2025factForm ADV
→ CORNERSTONE ADVISORS LLCRegistered adviserregistration: previous registration
Aug 5, 2024 to Oct 9, 2024factForm ADV
→ ADVISOR SHARE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 9, 2024 to Aug 19, 2024factForm ADV
→ FISCAL WISDOM WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Mar 21, 2024 to Apr 5, 2024factForm ADV

Dated events

Occurred
Oct 9, 2024
Advisor changed firm
Courtney Lashay Wiley Ingram left Cornerstone Advisors Llc for Redwood Private Wealth (registered 2024-11-01)
Form ADVobserved 4 days ago
Occurred
Aug 19, 2024
Advisor changed firm
Courtney Lashay Wiley Ingram left Advisor Share Wealth Management, Llc for Cornerstone Advisors Llc (registered 2024-08-05)
Form ADVobserved 4 days ago
Occurred
Apr 5, 2024
Advisor changed firm
Courtney Lashay Wiley Ingram left Fiscal Wisdom Wealth Management Llc for Advisor Share Wealth Management, Llc (registered 2024-05-09)
Form ADVobserved 4 days ago