DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at BROOKWOOD INVESTMENT GROUP
PHOENIX, AZ | Navarre, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BROOKWOOD INVESTMENT GROUP | Independent wealth | Jun 29, 2026 | n/a | yes | PHOENIX, AZ|Navarre, FL | Current employment |
| CALLAHAN INVESTMENT ADVISOR, LLC | State registered | Dec 3, 2013 | Aug 20, 2026 | no | NAVARRE, FL|NAVARRE, FL|NAVARRE, FL|NAVARRE, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Aug 2, 2005 | Nov 15, 2013 | no | SCOTTSDALE, AZ|SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CALLAHAN INVESTMENT ADVISOR, LLC | BROOKWOOD INVESTMENT GROUP | Aug 20, 2026 | Jun 29, 2026 | -52 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | CALLAHAN INVESTMENT ADVISOR, LLC | Nov 15, 2013 | Dec 3, 2013 | 18 | Firm change | Wirehouse to state RIA |