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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 | 2020-08-18 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
One Parker Place, Suite 600, Janesville, WI 53545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Janesville | WI | 06/2013 | 08/2020 |
| Mml Investors Services | Janesville | WI | 06/2013 | 08/2020 |
| Belpointe Asset Management, Llc | Reno | NV | 08/2020 | Present |
| Three Pillars Wealth Management, Llc | Janesville | WI | 03/2015 | Present |
| Third Seven Capital, Llc | New York | NY | 01/2021 | 07/2022 |
1) THREE PILLARS RISK MANAGEMENT, INVESTMENT RELATED, 1 PARKER PLACE JANESVILLE, WI 53545. INSURANCE SALES, PRESIDENT, AUGUST 6, 2021, PRESIDENT, 40 HOURS PER MONTH, 40 HOURS PER MONTH DURING SECURITIES TRADING HOURS, LIFE, HEALTH INSURANCE, ANNUITIES PRODUCER. 2) SUTHERLAND FARM LLC, INV REL: N, ADDR: RESIDENTIAL ADDRESS NATURE: OTHER - FAMILY FARM, POSITION: OWNERSHIP, START: 2005, NO HRS/MO: 0, NO HRS/MO DUR TRADING: 0. 3) COLLABORATIVE FUND SERVICES LLC, RENO, NV, INVESMENT-RELATED, RIA, START 5/2024, PORTFOLIO MANAGER, SALES & MARKETING FOR THE ANYDRUS ADVANTAGE ETF (TICKER: NDOW), 40 HOURS PER MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-18 |
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