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596 Byars Dr., Macon, GA 31210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-02-12 |
| FL | RA | APPROVED | 2015-07-22 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-09-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Beall Financial Planning, Inc. | Macon | GA | 01/2011 | Present |
| Belpointe Asset Management, Llc | Greenwich | CT | 09/2016 | Present |
| Zeiders Enterprise, Inc. | Woodbridge | VA | 03/2013 | 02/2017 |
1.) KNOXVILLE CHAPTER ACCOUNTING & FINANCIAL WOMENS ALLIANCE, NON INVESTMENT RELATED, 2365 HARRODSBURGE RD STE A325 LEXINGTON, KY 40504, ACCOUNTING & FINANCE, CHAPTER BOARD MEMBER, MEMBER, 1/1/2021, 6-8 HOURS PER MONTH. VARIES DURING SECURITY TRADING HOURS, CHAPTER BOARD MEMBER FOR ACCOUNTING & FINANCE WOMENS ALLIANCE. 2.) N A JONES & ASSOCIATES. NON INVESTMENT RELATED, 3312 NORTHSIDE DR, BLD A 140 MACON, GEORGIA, BOOKKEEPING REVIEW/CONSULATATION, CONTRACTOR, 1/1/2021, 6-8 HOURS PER MONTH, VARIES DURING SECURITY TRADING HOURS, ACCOUNTING & BOOKEEPING SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-06 |
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