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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-02-22 |
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 |
|---|---|---|---|---|
| Mass Mutual Life Insurance | Milwaukee | WI | 08/2006 | 12/2020 |
| Mml Investors Services Inc | Milwaukee | WI | 08/2006 | 12/2020 |
| Belpointe Asset Management, Llc | Milwaukee | WI | 01/2021 | Present |
| Belpointe Services | Greenwich | CT | 01/2021 | Present |
| Fortis Capital Advisors, Llc | Reno | NV | 09/2021 | Present |
1) Vincetti Consulting, since 01/2021, investment-related, consulting on operations and financial planning development for investment firms, 5 hours/month during trading, 5 hours/month outside of trading, same address as branch, owner. 2) Belpointe Services, LLC, since 01/2021, investment-related, support services for RIAs and small businesses, 160 hours/month, Greenwich, CT, Director of Compliance. 3) Fortis Capital Advisors, LLC since 09/2021, investment-related, retail RIA firm, 20 hours/month during trading hours, Reno, NV, Chief Compliance Officer 4) Belpointe Asset Management, LLC, since 06/2021, investment-related, retail RIA firm, 140 hours/month during trading hours, Reno, NV, Chief Compliance Officer. 5) Collaborative Fund Advisors, LLC, since 07/2023, investment-related, RIA advising publicly-traded funds (ETFs and mutual funds), Reno, NV, Chief Compliance Officer. 6) Fund Asset Managers, LLC, since 12/2023, investment-related, RIA advising only private funds, Reno, NV, Chief Compliance Officer. 7) FINRA Arbitrator, since 11/2024, investment-related, 101 North Wacker Drive Chicago, IL 60606, 1 hour/month, 1 hour during trading hours. 8) 2400 E Oklahoma LLC, investment related, 2400 E. Oklahoma Ave, Milwaukee, WI 53207, AirBnb business, co-owner, 5 hours per month outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-20 |
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