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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
WA RA APPROVED 2022-11-08
  • WA RA
    APPROVED
    Since 2022-11-08

Branch Locations

Clayton, NC • United States

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Belpointe Asset Management, Llc Reno NV 04/2016 Present
Previous Registrations
Other Businesses

1). INSURANCE SALES THROUGH VARIOUS CARRIERS; INVESTMENT-RELATED; HOME ADDRESS; BROKER; SINCE 04/2016; 4 HOURS PER MONTH DURING SECURITIES TRADING HOURS; LESS THAN 1 HOUR PER MONTH DURING SECURITIES TRADING HOURS; INSURANCE SALES. 2.) UPS; NOT INVESTMENT-RELATED; 2201 S. WILMINGTON ST. RALEIGH, NC 27603; PARCEL DELIVERY; SUPERVISOR; SINCE 10/2016; 40 HOURS PER MONTH DURING SECURITIES TRADING HOURS; LESS THAN 1 HOUR PER MONTH DURING SECURITIES TRADING HOURS; SUPERVISE ACTIVITIES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-13
S63 Uniform Securities Agent State Law Examination 2006-07-28
  • S66 Uniform Combined State Law Examination
    2008-06-13
  • S63 Uniform Securities Agent State Law Examination
    2006-07-28

View on SEC IAPD

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