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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-21 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
200 John James Audubon Pkwy, Suite 202, Amherst, NY 14228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Msi Financial Services Inc | Williamsville | NY | 07/2016 | 03/2017 |
| Mml Investors Services, Llc | Amherst | NY | 03/2017 | 11/2025 |
| Belpointe Asset Management, Llc | Amherst | NY | 11/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2026 | Present |
1. Belpointe Asset Management d/b/a Nolan and Maloney Financial Partners. Investment related. At registered location. RIA. Portfolio Manager. Start date: 02/2026. 160 hrs/month; all during trading hours. I am the investment specialist who is in charge of allocating the client funds and have discretion over the client assets. 2. Fixed Insurance. Investment related. At registered location. Fixed/Traditional insurance. Agent. Start date: 02/2026. 20 hrs/month; all during trading hours. Provide insurance advice based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-10-24 |
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