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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 | 2022-09-20 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
115 S. 84Th Street, Suite 275, Milwaukee, WI 53214 • 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 |
|---|---|---|---|---|
| Metlife Securities, Inc. | Milwaukee | WI | 12/2001 | 02/2018 |
| Mml Investors Services, Llc | Milwaukee | WI | 03/2017 | 02/2018 |
| Sagepoint Financial | Milwaukee | WI | 02/2018 | 02/2022 |
| Freedom Wealth Alliance | Brookfield | WI | 02/2022 | 09/2022 |
| Lpl Financial Llc | Brookfield | WI | 02/2022 | Present |
| Belpointe Asset Management, Llc | Reno | NV | 09/2022 | Present |
| D.H. Hill Securities, Lllp | Kingwood | TX | 09/2022 | Present |
1. Sales of fixed insurance products - Investment Related - At Reported Business Location(s) - Non-Variable Insurance products - Licensed Agent - Start Date: 02/28/2022 - 2 Hours Per Month/2 Hours During Securities Trading. 2. IAR with Belpointe Asset Management, LLC, Investment Related, 115 S. 84th St., Ste. 275, Milwaukee, WI, Investment Advisor Representative offering investment advisory services, Start Date 9/2022, Approx 160 hours/mo and during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-01 |
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