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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
CA RA APPROVED 2018-12-13
  • CA RA
    APPROVED
    Since 2018-12-13

Branch Locations

9255 Sunset Blvd, Suite 1100, West Hollywood, CA 90069 • 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
Kestra Financial Services, Inc. Austin TX 04/2016 12/2018
Belpointe Asset Management, Llc Reno NV 12/2018 Present
Belpointe Insurance, Llc Greenwich CT 12/2018 04/2023
  • 04/2016 → 12/2018
    Kestra Financial Services, Inc.
    Austin, TX
  • 12/2018 → Present
    Reno, NV
  • 12/2018 → 04/2023
    Belpointe Insurance, Llc
    Greenwich, CT
Previous Registrations
  • 2016-04-19 → 2018-12-11
    Austin, TX
    Beverly Hills, CA
  • 2014-03-28 → 2016-09-22
    Kestra Investment Services, Llc
    Westlake Village, CA
    Beverly Hills, CA
    Austin, TX
  • 2011-01-03 → 2014-04-09
    Beverly Hills, CA
    Minneapolis, MN
  • 2010-11-09 → 2011-01-03
    Wells Fargo Investments, Llc
    Beverly Hills, CA
  • 2001-01-30 → 2007-06-18
    Houston, TX
    Houston, TX
    Weehawken, NJ
Other Businesses

1.) Sales of life and long term care insurance; investment-related; 9255 Sunset Blvd, Suite 1100 West Hollywood, CA 90069; insurance sales; agent; 01/2020; 2 hours per month; 0 hours per month during securities trading hours; sales of life and long term care insurance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-09-11
S63 Uniform Securities Agent State Law Examination 1998-09-09
  • S65 Uniform Investment Adviser Law Examination
    1998-09-11
  • S63 Uniform Securities Agent State Law Examination
    1998-09-09
Other Names
  • Garrett John Devine

View on SEC IAPD

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