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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
MO RA APPROVED 2024-01-02
  • MO RA
    APPROVED
    Since 2024-01-02

Branch Locations

14755 N. Outer 40 Road, Suite 514, Chesterfield, MO 63017 • 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
Crown Capital Securities Orange CA 06/2003 12/2023
Belpointe Asset Management, Llc Reno NV 01/2024 Present
Previous Registrations
  • 2003-06-09 → 2024-01-02
    Crown Capital Securities, L.P.
    Chesterfield, MO
    Chesterfield, MO
    Chesterfield, MO
    Chesterfield, MO
  • 2000-11-28 → 2003-06-18
    Sentra Securities Corporation
    Chesterfield, MO
Other Businesses

1) Zell, LLC, DBA Fruition Financial, investment related, same address as branch, company to receive income from investment advisory, securities and insurance business, Start Date 9/2001, Owner/Member 2) Insurance Sales, investment related, same address as branch, sales of fixed insurance products through various carriers, start 9/2001, 2 hours per month during trading hours 3) Fruition Financial, LLC, investment related, same address as branch, marketing brand for investment advisory, securities and insurance business, Start Date 10/2023, 160 hours per month during trading hours. 4) Mitrata Nepal Foundation for Children, investment related, 7217 Watson Road, 190129 St. Louis, MO 63119, non-profit for underprivileged children in Nepal, Finance Committee Member, Start Date 6/15/2025, annual budget and financial growth analysis.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-30
S63 Uniform Securities Agent State Law Examination 1998-01-19
  • S66 Uniform Combined State Law Examination
    2002-10-30
  • S63 Uniform Securities Agent State Law Examination
    1998-01-19
Designations

View on SEC IAPD

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