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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-09 |
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