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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-02 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Waverly, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sarah Carr | Waverly | NY | 06/2012 | Present |
| Belpointe Asset Management, Llc | Reno | NV | 02/2020 | Present |
1). FINANCIAL THERAPY ASSOCIATION, NON-INVESTMENT RELATED, IS RUN THROUGH KANSAS STATE UNIVERSITY, BRIDGES GAP BETWEEN FINANCIAL PLANNING AND COGNITIVE BEHAVIORAL THERAPY, STARTED 06/2018, MEMBER SUPPORT, APPROX 2 HOURS PER MONTH, AFTER TRADING. 2). SARAH CARR, NON-INVESTMENT RELATED, RESIDENCE, FINANCIAL WELLNESS COACHING, APPROX 12 HOURS PER MONTH, SOME TRADING HOURS. 3). FINIAT, LLC, INVESTMENT RELATED, 27701 FORESTER DR, BONITA SPRINGS, FL 34134, FINANCIAL TECHNOLOGY, CONSULTANT, FINANCIAL TECHNOLOGY CONSULTANT, APRIL 2020, 15-20 HOURS PER MONTH, 10-15 HOURS PER MONTH DURING SECURITIES TRADING HOURS, PROVIDE TECHNOLOGY CONSULTING SERVICES TO FINANCIAL PORTFOLIO MANAGEMENT PLATFORM. 4). RRECLAMATION COLLECTIVE; NOT INVESTED-RELATED; 1769 LEXINGTON AVE N, ROSEVILLE, MN 55113; BOARD CHAIR; NON-PROFIT ORGANIZATION SUPPORTING THOSE AFFECTED BY RELIGIOUS HARM THROUGH EDUCATION AND ADVOCACY; START 05/2024; 3 HOURS PER MONTH; LESS THAN 1 HOUR PER MONTH DURING TRADING HOURS. 5). ENDLESS MOUNTAINS PRIDE; NOT INVESTED-RELATED; 321 YORK AVE, TOWANDA, PA 18848; NON PROFIT ORIGANIZATION SUPPORTING LGBTQ+ COMMUNITY SUPPORT AND EDUCATION INITIATIVES; START DATE 12/01/2024 ; 2 HOURS PER MONTH; LESS THEN ONE HOUR A MONTH DURING TRADING HOURS; TREASURER.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-03-30 |
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