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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 | 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
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-02 |
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