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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Waddell & Reed Inc | Waukesha | WI | 02/2015 | 05/2018 |
| Various Insurance Carriers For W & R Insurance Agencies | Darien | WI | 02/2015 | 05/2018 |
| Guardian Life Insurance Company | Pewaukee | WI | 05/2018 | 06/2021 |
| Park Avenue Securities | Pewaukee | WI | 05/2018 | 06/2021 |
| Guardian Life Insurance | Oconomowoc | WI | 06/2021 | 06/2021 |
| Park Avenue Securities | Oconomowoc | WI | 06/2021 | 06/2021 |
| Belpointe Asset Management, Llc | Reno | NV | 06/2021 | Present |
| D.H. Hill Securities, Lllp | Kingwood | TX | 06/2021 | Present |
1. Village of Darien Village of Darien trustee. Have periodic monthly meetings for the Village of Darien Start: 04/01/1990 Address: 120 E. Beloit St. Darien, WI 53114 6 non bus hrs per month Not investment related 2. Zipp Enterprises LLC Sports official and engineering consultant Start: 08/01/2001 Address: 120 E. Beloit St. Darien, WI 53114 15 non bus hrs per month Not investment related 3. ORLC Board of Education Board of Education Start: 06/01/1990 Address: 628 Geneva St. Delavan, WI 53115 4 non bus hrs per month Not investment related 4. Zipp Enterprises B LLC Engineering Consulting relating to plastic film capacitors Start: 05/01/2001 Address: 120 E. Beloit St. Darien, WI 53114 8 non bus hrs per month Not investment related Navigation Wealth Management Investment Related 820 Summit Ave. Unit A Oconomowoc, WI 53066 Secondary POA for finance and medical Power of Attorney 12/2018 Hours Vary, 0 Hours during Securities Trading Hours Review and make decisions regarding financial and medical conditions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-11 |
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