Philip Jeffrey Brooks is an investment adviser representative (IAR) with state registration records since 2002, appearing at 4 firms. Currently registered with REDWOOD FAMILY WEALTH LLC.
| Firm | From | To | Current |
|---|---|---|---|
| REDWOOD FAMILY WEALTH LLC | 2025-01-18 | present | Yes |
| XO WEALTH MANAGEMENT | 2025-01-16 | 2025-02-03 | — |
| XO WEALTH MANAGEMENT | 2020-04-28 | 2024-12-31 | — |
| RAYMOND JAMES & ASSOCIATES, INC. | 2007-10-26 | 2020-04-15 | — |
| RBC CAPITAL MARKETS, LLC | 2002-06-12 | 2007-11-13 | — |