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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-02 |
Branch Locations
12 Roszel Road, Suite A104, Princeton, NJ 08540 • 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 |
|---|---|---|---|---|
| Howard Azer And Associates | Princeton | NJ | 01/2004 | 03/2023 |
| Belpointe Asset Management, Llc | Reno | NV | 09/2024 | Present |
| Azer, Driscoll & Desimone, Llc | Princeton | NJ | 03/2023 | Present |
| Palmerston Group Advisors, Llc | Highland Park | NJ | 07/2014 | 09/2024 |
1) Azer, Driscoll & DeSimone, LLC, non-investment related,12 Roszel Rd Ste A104, Princeton NJ 08540. Public Accounting Firm, 200 Hours per month during trading hours, CPA. 2) The Whole Earth Center of Princeton, non-investment related, 360 Nassau St. Princeton, NJ, Non-profit natural food grocery, start 2017, 10 hours per month outside of trading hours, Serves on Board of Directors as treasurer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-26 |
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