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Stamford, VT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-06 |
| MA | RA | APPROVED | 2025-07-22 |
| RI | RA | APPROVED | 2025-07-22 |
| VT | RA | APPROVED | 2025-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uber | San Francisco | CA | 03/2015 | 09/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | North Scituate | RI | 01/2016 | 09/2017 |
| Waddell & Reed, Inc. | West Warwick | RI | 01/2016 | 09/2017 |
| Boys & Girls Club Of Woonsocket | Woonsocket | RI | 09/2016 | 09/2017 |
| Pearson Vue | Bala Cynwyd | PA | 01/2017 | 01/2017 |
| Belpointe Asset Management, Llc | Reno | NV | 09/2017 | 06/2023 |
| Belpointe Insurance, Llc | Greenwich | CT | 09/2017 | 01/2022 |
| Brookwood Insurance Group Llc | Phoenix | AZ | 01/2022 | 07/2025 |
| Brookwood Investment Group Llc | Phoenix | AZ | 05/2023 | 01/2026 |
| The Alchemists, Llc | Stamford | VT | 01/2023 | Present |
Independent insurance agent; Not investment-related; 1725 Main Road, Stamford, VT 05352; Insurance sales; Insurance agent; 7/2025; 5-10 hours per month devoted; 5-10 hours/month during securities trading hours; sale of insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-30 |
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