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Current Employers
Belpointe Asset Management Llc

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2023-11-26
  • WI RA
    APPROVED
    Since 2023-11-26

Branch Locations

249 Pawling Ave., Hartland, WI 53029 • United States

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Metropolitan Life Ins Co And Metlife Securities Inc. Chicago IL 12/2001 01/2018
Mml Investors Services, Llc Milwaukee WI 03/2017 01/2018
Sii Brookfield WI 01/2018 11/2018
Osaic Wealth, Inc. Brookfield WI 11/2018 10/2023
Belpointe Asset Management, Llc Reno NV 10/2023 Present
D.H. Hill Securities, Lllp Kingwood TX 11/2023 Present
Previous Registrations
  • 2018-11-02 → 2023-11-17
    Grand Rapids, MI
    Brookfield, WI
  • 2018-01-05 → 2018-11-02
    Signator Investors, Inc.
    Grand Rapids, MI
    Brookfield, WI
  • 2017-03-25 → 2018-01-10
    Wauwatosa, WI
  • 2013-05-29 → 2017-03-25
    Msi Financial Services, Inc.
    Milwaukee, WI
    Kenosha, WI
    Milwaukee, WI
    Milwaukee, WI
    Milwaukee, WI
    Milwaukee, WI
    Milwaukee, WI
    Milwaukee, WI
Other Businesses

1. D.H. Hill Securities, LLLP, investment related, same address as branch, 30 hours per month during trading hours, start date 11/2023, dual-registration with broker-dealer for commission-based investment products, registered representative. 2. Insurance Brokerage, investment related, same address as branch, 10 hours per month during trading hours, start date 01/04/2018, sales of fixed insurance products, agent. 3. British Swim School, Milwaukee Barracuda Swim Team, non-investment related, 100 N East Ave Waukesha, WI 53186, start date: 9/2023, coaching, teaching, mentoring swimmers, 2-4 hours per month outside of trading hours. 4.. Belpointe Asset Management, LLC, investment related, same address as branch, 30 hours per month during trading hours, start date 10/2023, dual-registration with RIA for fee-based investment products, investment advisor representative.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-04-24
S63 Uniform Securities Agent State Law Examination 2002-05-02
  • S65 Uniform Investment Adviser Law Examination
    2013-04-24
  • S63 Uniform Securities Agent State Law Examination
    2002-05-02

View on SEC IAPD

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