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Current Employers
Belpointe Asset Management Llc

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-08
  • NY RA
    APPROVED
    Since 2021-07-08

Branch Locations

120 White Plains Road, Ste 112, Tarrytown, NY 10591 • United States

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
National Planning Corp Tarrytown NY 02/2000 10/2017
Lexco Wealth Management, Inc. Tarrytown NY 06/2005 10/2017
Belpointe Asset Management, Llc Reno NV 10/2017 Present
  • 02/2000 → 10/2017
    National Planning Corp
    Tarrytown, NY
  • 06/2005 → 10/2017
    Lexco Wealth Management, Inc.
    Tarrytown, NY
  • 10/2017 → Present
    Reno, NV
Previous Registrations
  • 2000-03-16 → 2017-10-11
    National Planning Corporation
    Tarrytown, NY
    Greenwich, CT
    Tarrytown, NY
Other Businesses

Larchmont Rotary, Larchmont NY 10538, Director, 1/10/2008, 4 hours total, 4 during trading hours, Rotary Club.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-04-15
  • S63 Uniform Securities Agent State Law Examination
    1988-04-15
Designations
Other Names
  • Marian B White
  • Marian E Bliss

View on SEC IAPD

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