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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-07-17 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
5301 Alpha Rd, Suite 80, Dallas, TX 75240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Addison | TX | 12/2004 | 07/2020 |
| Lincoln National Life | Addison | TX | 12/2004 | 07/2020 |
| Belpointe Asset Management | Greenwich | CT | 07/2020 | Present |
| Belpointe Insurance Llc | Greenwich | CT | 07/2020 | 04/2023 |
| Opus Wealth Management | Dallas | TX | 01/2015 | Present |
1) Insurance sales, investment related, same address as branch, sales of fixed insurance products, agent, 5 hours per month during trading hours. 2) Fund Asset Managers, LLC, investment related, 500 Damonte Ranch Pkwy, Bldg 700, unit 700, Reno, NV 89521, RIA advising private fund offerings, portfolio manager for the Belpointe Tail Risk Fund, 10 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-22 |
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