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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2019-07-11 |
Branch Locations
10900 Wayzata Boulevard Suite 200, Minnetonka, MN 55305 • 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 |
|---|---|---|---|---|
| Belpointe Asset Management, Llc | Reno | NV | 07/2019 | Present |
| American Heritage Group, Llc (Dba Guardian Resources) | Minneapolis | MN | 03/2017 | Present |
| Salo | Minneapolis | MN | 02/2015 | 09/2016 |
| Bankers Life | Edina | MN | 09/2016 | 11/2016 |
| Family Heritage | Eden Prairie | MN | 11/2016 | 03/2017 |
1) American Heritage Group, LLC (dba Guardian Resources); Investment Related, 6465 Wayzata Blvd, Minneapolis, MN; Insurance Sales and Services; Producer since 03/2017; 20 hours per week, some trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-19 |
| S66 | Uniform Combined State Law Examination | 2006-06-21 |
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