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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 | 2021-03-19 |
Branch Locations
515 Grove Street Suite 3C, Haddon Heights, NJ 08035 • 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Marlton | NJ | 02/2006 | 03/2021 |
| Morgan Stanley Smith Barney | Mt. Laurel | NJ | 06/2009 | 03/2021 |
| Belpointe Asset Management, Llc | Reno | NV | 03/2021 | Present |
| Fortune Financial Services | Monaca | PA | 04/2021 | Present |
1. December 2015, Passive investor in a strip shopping center with Meritus Realty Ventures; Zero hours per week, and I do not plan to solicit any additional investors into this organization. 2. Chaslyn Financial Group, investment-related, same address as branch, company provides investment advisory and insurance solutions, start 03/2021, DBA name for his business services. 3. RIA: BELPOINTE ASSET MANAGEMENT - 500 Damonte Ranch Parkway Bldg 700 Unit 700, Reno Nevada, 89509 - Investment Advisor Representative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-04 |
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