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Advisor at BROOKWOOD INVESTMENT GROUP
SAN ANTONIO, TX | PHOENIX, AZ
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 | Apr 15, 2025 | n/a | yes | PHOENIX, AZ|SAN ANTONIO, TX | Current employment |
| REDWOOD PRIVATE WEALTH | Former SEC adviser | Jul 15, 2021 | Mar 28, 2025 | no | San Antonio, TX|PHOENIX, AZ | Previous registration |
| WEALTH WATCH ADVISORS, INC | Independent wealth | Oct 9, 2018 | Jul 26, 2021 | no | San Antonio, TX | Previous registration |
| FIRST ADVISORS NATIONAL, LLC | Independent wealth | Jan 2, 2015 | Oct 8, 2018 | no | SAN ANTONIO, TX | Previous registration |
| GRADIENT ADVISORS, LLC | Independent wealth | Jan 17, 2014 | Dec 31, 2014 | no | SAN ANTONIO, TX|ARDEN HILLS, MN | Previous registration |
| D.H. HILL ADVISORS, INC. | Independent wealth | Oct 4, 2006 | Dec 31, 2013 | no | SAN ANTONIO, TX|KINGWOOD, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| REDWOOD PRIVATE WEALTH | BROOKWOOD INVESTMENT GROUP | Mar 28, 2025 | Apr 15, 2025 | 18 | Bulk transfer | RIA to RIA |
| WEALTH WATCH ADVISORS, INC | REDWOOD PRIVATE WEALTH | Jul 26, 2021 | Jul 15, 2021 | -11 | Firm change | RIA to new firm |
| FIRST ADVISORS NATIONAL, LLC | WEALTH WATCH ADVISORS, INC | Oct 8, 2018 | Oct 9, 2018 | 1 | Firm change | RIA to RIA |
| GRADIENT ADVISORS, LLC | FIRST ADVISORS NATIONAL, LLC | Dec 31, 2014 | Jan 2, 2015 | 2 | Firm change | Other |
| D.H. HILL ADVISORS, INC. | GRADIENT ADVISORS, LLC | Dec 31, 2013 | Jan 17, 2014 | 17 | Firm change | Other |