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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-08-30 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
15720 Brixham Hill Avenue Suite 300, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner, & Smith Incorporated | Charlotte | NC | 03/2011 | 08/2018 |
| Bank Of America Na | Charlotte | NC | 03/2011 | 08/2018 |
| Belpointe Asset Management, Llc | Phoenix | AZ | 08/2018 | Present |
| Belpointe Insurance, Llc | Greenwich | CT | 08/2018 | Present |
1). BELPOINTE INSURANCE, LLC, NON-INVESTMENT RELATED, 125 GREENWICH AVENUE GREENWICH, CT 06830, INSURANCE SALES, INSURANCE PRODUCER, SINCE 8/2018, APPROX 5 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-08 |
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