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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-02-18 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
University Park, FL • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Sarasota | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sarasota | FL | 11/2016 | 06/2019 |
| Iht Wealth Management Llc | Sarasota | FL | 06/2019 | 11/2019 |
| Lpl Financial, Llc | Sarasota | FL | 06/2019 | 11/2019 |
| Belpointe Asset Management, Llc | Reno | NV | 11/2019 | Present |
| Sanderling Partners | Sarasota | FL | 06/2019 | Present |
1). NEW COLLEGE OF FLORIDA, BOARD OF TRUSTEES, SARASOTA, FLORIDA, SINCE 3/2018. APPROX 3 HOURS PER QUARTER. 2). NEW COLLEGE OF FLORIDA PROPERTY CORPORATION BOARD OF DIRECTORS, NON INVESTMENT RELATED, 5800 BAY SHORE ROAD, SARASOTA, FL 34243, FINANCIAL EDUCATION, CHAIRMAN, 03/2022, 6 HOURS PER MONTH, O HOURS PER MONTH DURING SECURITIES TRADING HOURS, CHAIRMAN OF FINANCIAL EDUCATIONAL PROGRAM 3). SARASOTA SPEAX PODCAST; NOT INVESTMENT-RELATED; 2500 12TH STREET, SARASOTA, FL 34237; PODCAST ON COMMUNITY ADVOCACY; PODCASTER AND MANAGING MEMBER; 12/2023; 8 HOURS PER MONTH; 6 HOURS DURING TRADING HOURS; PODCASTING AND MANAGING MEMBER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-07 |
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