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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-20 |
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 |
|---|---|---|---|---|
| Baldwin Wealth Partners, Llc (F/K/A Baldwin Brothers, Llc) | Marion | MA | 03/2008 | 01/2026 |
| Belpointe Asset Management, Llc | Reno | NV | 01/2026 | Present |
(1.) NEIGHBORHOOD HOUSE; ADDRESS OF OBA: NORTHEAST HARBOR, ME; NATURE: INVESTMENT COMMITTEE; INVESTMENT RELATED: NO; TITLE WITH OBA: COMMITTEE MEMBER; DUTIES: WORKING WITH THE REST OF THE COMMITTEE MEMBERS TO OVERSEE THE INVESTMENT PORTFOLIO AND WORK WITH THE PORTFOLIO ADVISOR TO ENSURE THAT INVESTMENT OBJECTIVES FOR THE ORGANIZATION ARE BEING MET; START DATE: JANUARY 2021; APPROX. NUMBER OF HOURS/MONTH: 3; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) SAGE MINERALS INC.; ADDRESS OF OBA: NEW YORK, NY 10025; NATURE: LEASING/SALE OF MINERAL RIGHTS. AT THIS JUNCTURE IT IS A WIND-DOWN OF THE BUSINESS; INVESTMENT RELATED: YES; TITLE WITH OBA: BOARD OF DIRECTORS; DUTIES: SITTING ON THE BOARD OF DIRECTORS FOR FAMILY HELD COMPANY THAT IS ATTEMPTING TO WIND-DOWN AND DISTRIBUTE ASSETS; START DATE: 02/14/2025; APPROX. NUMBER OF HOURS/MONTH: 2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-01 |
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