Carol Jeanette Pipitone

Current Employers

Employment History

• 04/2016 → Present
  Belpointe Asset Management, Llc
  Reno, NV
• 04/2016 → 01/2022
  Belpointe Insurance, Llc
  Greenwich, CT
• 01/2022 → Present
  Brookwood Insurance Group Llc
  Phoenix, AZ
• 05/2023 → Present
  Brookwood Investment Group Llc
  Phoenix, AZ

Previous Registrations

• 2016-04-19 → 2023-06-30
  Belpointe Asset Management Llc
  Palm Desert, CA
  Reno, NV
  Rancho Mirage, CA
• 2015-03-05 → 2016-03-09
  Tcfg Investment Advisors, Llc
  Laguna Niguel, CA
• 2014-03-17 → 2015-02-27
  Calton & Associates, Inc.
  Carlsbad, CA
  Palm Desert, CA
• 2011-12-08 → 2014-03-17
  Oppenheimer & Co. Inc.
  Newport Beach, CA
• 2011-05-26 → 2011-12-20
  Avantax Advisory Services
  Rancho Mirage, CA
• 2009-06-01 → 2011-02-11
  Morgan Stanley
  Indian Wells, CA
• 2007-11-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Palm Desert, CA
• 2004-07-29 → 2007-10-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Springs, CA
  Rancho Mirage, CA

Other Businesses

1) BELPOINTE ASSET MANAGEMENT, INVESTMENT RELATED, LOCATED AT 500 DAMONTE RANCH PARKWAY, BUILDING 700, UNIT 700, RENO NV 89521; ADVISORY SERVICES; INVESTMENT ADVISOR REPRESENTATIVE, SINCE 4/2016, APPROX 80 HOURS PER MONTH; HOURS DURING TRADING: 50 2) BROOKWOOD INSURANCE GROUP LLC; INVESTMENT RELATED; 3930 E. RAY ROAD, SUITE 155, PHOENIX AZ 85044; FIXED INSURANCE PRODUCTS; LICENSED INSURANCE PRODUCER; SINCE 01/2022; HOURS PER MONTH: 10; HOURS DURING TRADING: 5 3) AMBASSADOR FOR SHELTERBOX USA, NON-INVESTMENT RELATED, NON PROFIT, WORLDWIDE DISASTER RELIEF ORGANIZATION, SINCE 2011 APPROX 4 HOURS PER MONTH 4) DESERT WINDS FREEDOM BAND, NON-INVESTMENT RELATED, PO BOX 4732, PALM SPRINGS CA 92263 DIRECTOR OF BOARD, NON PROFIT ORCHESTRA SINCE 12/2016. APPROX ONE HOUR PER MONTH.

Exams

• S66 Uniform Combined State Law Examination
  2004-07-28