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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-04-21 |
Branch Locations
Thousand Oaks, CA • United States
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Borough Annuity And Insurance Center, Inc | Weslake Villiage | CA | 01/2007 | Present |
| Borough Wealth Management | Weslake Villiage | CA | 07/2009 | Present |
| Total Advisor Network, Llc | Thousand Oaks | CA | 06/2016 | 04/2017 |
| Belpointe Asset Management, Llc | Greenwich | CT | 04/2016 | Present |
| Belpointe Insurance, Llc | Greenwich | CT | 04/2016 | Present |
| Tax Advisory Consortium, Inc | Weslake Villiage | CA | 10/2013 | Present |
| Orion-Collaborative, Inc. | Westlake Village | CA | 10/2020 | Present |
1. BOROUGH ANNUITY AND INSURANCE CENTER, INC.; INVESTMENT RELATED; 4607 LAKEVIEW CANYON ROAD, WESTLAKE VILLAGE, CA 91361; INSURANCE AGENCY AND BROKERAGE; POSITION: PRESIDENT & CEO; 3 TOTAL HOURS PER WEEK, 0 DURING TRADING HOURS 2. TAX ADVISORY CONSORTIUM, INC NON INVESTMENT RELATED: 4607 LAKEVIEW CANYON RD, SUITE 457, WESTLAKE VILLAGE, CA 91361 NATURE OF BUSINESS: TAX PREP. BOOKKEEPING START DATE: 10/2013, CEO, 3 TOTAL HOURS PER WEEK, 0 DURING TRADING HOURS. ACCOUNTING SERVICES, 3. ORION-COLLABORATIVE, INC. NON-INVESTMENT RELATED, 4607 LAKEVIEW CANYON RD, SUITE 457, WESTLAKE VILLAGE, CA 91361, PROFESSIONAL SERVICE PROVIDER AND ADVISOR PEER NETWORK, PRESIDENT SINCE 10/2020, 10 TOTAL HOURS PER WEEK, 0 DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-18 |
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