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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 | 2024-12-03 |
Branch Locations
5060 Shoreham Place, Suite 320, San Diego, CA 92122 • United States
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 |
|---|---|---|---|---|
| Securities America, Inc. | San Diego | CA | 02/2013 | 11/2016 |
| Securities America Advisors Inc. | Omaha | NE | 08/2014 | 11/2016 |
| Arete Wealth Management Llc | San Diego | CA | 11/2016 | 11/2022 |
| Axxcess Wealth Management, Llc | San Diego | CA | 11/2016 | 12/2024 |
| Arete Wealth Advisors Llc | San Diego | CA | 04/2020 | 10/2023 |
| Monica Szakos | San Diego | CA | 06/2006 | Present |
| Belpointe Asset Management, Llc | Reno | NV | 12/2024 | Present |
[1] MONICA SZAKOS; NOT INVESTMENT RELATED; SAN DIEGO, CA; COMPUTER CONSULTING / WEB DESIGN AND MAINTENANCE; START 06/2006; FOUR PERCENT (4%) TIME SPENT; NOT DURING SECURITIES TRADING HOURS; COMPUTER REPAIRS, WEB DESIGN, IT CONSULTATION. [2] INSURANCE SALES; NOT INVESTMENT RELATED; LOCATED AT 3636 NOBEL DR STE 440, SAN DIEGO, CA 92122; AGENT; START DATE 02/2014; TIME SPENT ONE PERCENT (1%); DURING SECURITIES TRADING HOURS. [3] ASSET PRESERVATION STRATEGIES INC; INVESTMENT RELATED; LOCATED AT 3636 NOBEL DR. STE. 440, SAN DIEGO, CA 92122; DBA FOR REGISTERED INVESTMENT ADVISOR BUSINESS; PRESIDENT; START DATE 04/2011;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-01 |
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