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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-01-02 |
Branch Locations
9233 Park Meadows Drive, Lone Tree, CO 80124 • United States
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management, Inc | Lone Tree | CO | 09/2004 | 12/2018 |
| Rm Infinity Advisors | Lone Tree | CO | 04/2010 | Present |
| Solutions For Tuition | Lone Tree | CO | 09/2010 | Present |
| Belpointe Insurance, Llc | Greenwich | CT | 01/2019 | 08/2023 |
| Belpointe Asset Management, Llc | Reno | NV | 01/2019 | Present |
1). SOLUTIONS FOR TUiTION, INVESTMENT RELATED, 9233 PARK MEADOWS DRIVE LONE TREE, COLORADO, 80124, SPECIALIZING IN COLLEGE PLANNING AND TUITION CONSULTING STRATEGIES, FOUNDER AND PRESIDENT SINCE 2005 APPROX 40 HOURS PER WEEK. 2). SALES OF FIXED INSURANCE PRODUCTS, INVESTMENT RELATED, SAME ADDRESS AS BRANCH, INSURANCE PRODUCER SINCE 01/2019, APPROX 5 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-21 |
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