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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2020-03-16 |
Branch Locations
3500 S Sheldon Lane #102, Sioux Falls, SD 57105 • United States
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horter Investment Management, Llc | Cincinnati | OH | 03/2016 | 03/2020 |
| Dressander/Bhc Dba Simplicity First Dba M3 Financial | Naperville | IL | 09/2015 | 01/2019 |
| Belpointe Asset Management, Llc | Reno | NV | 03/2020 | Present |
| Mongar Financial Solutions | Sioux Falls | SD | 08/2013 | Present |
| Simplicity Financial Services, Inc. | Summit | NJ | 09/2017 | 03/2019 |
1). Independent Contractor, Investment Related, 3500 S. Sheldon Lane, #102, Sioux Falls SD 57105, Insurance Producer, Sales, and Consultant of Health, Life, LTC, Fixed Annuities and Property and Casualty approx 60 hours per month, 3 hours during trading hours. 2) Mary Kay, non-investment related, same address as branch, salesperson of cosmetic and skin care products, 0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-12-29 |
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