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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
KS RA APPROVED 2017-04-13
  • KS RA
    APPROVED
    Since 2017-04-13

Branch Locations

2500 Central Avenue Suite F, Dodge City, KS 67801-6204 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Terry M. Rabe, Cpa Dodge City KS 07/1987 Present
Tuttle Wealth Management, Llc Stamford CT 10/2011 04/2017
Belpointe Asset Management, Llc Greenwich CT 04/2017 Present
  • 07/1987 → Present
    Terry M. Rabe, Cpa
    Dodge City, KS
  • 10/2011 → 04/2017
    Tuttle Wealth Management, Llc
    Stamford, CT
  • 04/2017 → Present
    Greenwich, CT
Previous Registrations
  • 2012-07-20 → 2017-04-13
    Tuttle Wealth Management, Llc
    Stamford, CT
Other Businesses

TERRY M. RABE, CPA~'NIR'~2500 CENTRAL AVE~SUITE F~DODGE CITY~KS~67801~TAX PREPARATION/ACCOUNTING~OWNER/SOLE PROPRIETER~12/2009~170HRS~120HRS~TAX RETURN PREPARATION & REVIEW, FINANCIAL STATEMENT PREPARATION & REVIEW, OFFICE MGMT.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-07-19
S63 Uniform Securities Agent State Law Examination 1999-09-16
  • S65 Uniform Investment Adviser Law Examination
    2012-07-19
  • S63 Uniform Securities Agent State Law Examination
    1999-09-16

View on SEC IAPD

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