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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
SC RA APPROVED 2021-09-22
  • SC RA
    APPROVED
    Since 2021-09-22

Branch Locations

301 N. Main Street P.O. Box 43, Greenville, SC 29601 • 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 No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Kestra Investment Services, Llc. Greenville SC 04/2016 09/2021
Kestra Advisory Services, Llc. Greenville SC 04/2016 09/2021
Belpointe Asset Management, Llc Reno NV 09/2021 Present
D.H. Hill Securities, Lllp Kingwood TX 09/2021 09/2022
Metric Financial, Llc Atlanta GA 09/2022 Present
  • 04/2016 → 09/2021
    Kestra Investment Services, Llc.
    Greenville, SC
  • 04/2016 → 09/2021
    Greenville, SC
  • 09/2021 → Present
    Reno, NV
  • 09/2021 → 09/2022
    D.H. Hill Securities, Lllp
    Kingwood, TX
  • 09/2022 → Present
    Metric Financial, Llc
    Atlanta, GA
Previous Registrations
Other Businesses

1) DRCFN, Inc. dba ASE Financial Advisory Group, Investment Related, same address as branch, Insurance, securities, investment advisory and corporate consulting business, Owner, Start Date: 6/24/2005 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: Oversee all operations 2) CFE BCN I Holdings, LLC, Investment related, P.O Box 14672, Jackson, WY 83002, Holding Company for BCN Capital Partners 1, LLC. Cryptocurrency private fund holding company, General partner/owner, 0 hours per month during trading hours, start 07/2022. 3) CFE InvestCo, LLC, investment related, 680 S. Cache Street, Suite 100-8790, Jackson, WY 83001. Holding Company for Investing of personal assets, Owner, start date 6/2022, 5 hrs per month not during trading 4) BCN Capital Partners I, LLC, investment-related,P.O Box 8790, Jackson, WY 83001, Cryptocurrency private fund, general partner, start date 7/2022, 8 hours per month outside of trading hours. 5) Insurance sales, Investment Related, same address as branch, sales of fixed insurance and annuities, Owner, Start Date: 8/17/2012, Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) 6) Co-authored a book with Chris Voss called Empathy and Understanding in Business. Not Investment Related. Location: Greenville, SC, 0 hours spent on this activity. Start Date 2024

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-04-15
S63 Uniform Securities Agent State Law Examination 1997-12-31
  • S65 Uniform Investment Adviser Law Examination
    2004-04-15
  • S63 Uniform Securities Agent State Law Examination
    1997-12-31
Designations
Other Names
  • Rusty Cagle
  • Devery Rustin Cagle
  • Devery R Cagle

View on SEC IAPD

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