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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 | 2021-11-29 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
249 Pawling Ave Suite 104, Hartland, WI 53029 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Bank | Milwaukee | WI | 02/2021 | 09/2021 |
| Abox Inc Dba Pirtek Menomonee Falls | Menomonee Falls | WI | 12/2014 | 01/2021 |
| Belpointe Asset Management, Llc | Reno | NV | 11/2021 | Present |
1. Fixed Insurance Sales, investment related, same address as branch, sales of fixed insurance products (life, disability, fixed annuities), 2 hours per month, sales person, start 11/2021. 2. Redwood Financial Strategies, investment related, same address as branch, DBA name for investment advisory services and insurance sales, 160 hours per month during trading, start 11/2021. 3. AMR Bookkeeping LLC, investment related, N3735 Park Rd Brodhead, WI 53520, Bookkeeping, Contractor, Start 10/2025, 10-30 hours per month, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-28 |
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