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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 | 2022-09-19 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
115 S 84Th St, Suite 275, Milwaukee, WI 53214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metropolitan Life Ins Co | Milwaukee | WI | 08/2000 | 03/2017 |
| Metlife Securities, Inc. | Milwaukee | WI | 08/2000 | 03/2017 |
| Mml Investors Services, Llc | Milwaukee | WI | 03/2017 | 02/2018 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 02/2018 |
| Sage Point | Milwaukee | WI | 02/2018 | 02/2022 |
| Freedom Wealth Alliance | Brookfield | WI | 02/2022 | 09/2022 |
| Belpointe Asset Management, Llc | Reno | NV | 09/2022 | Present |
1. Independent Agent for fixed insurance products, investment related, 2 hours per month during securities trading, start date 02/12/2018, same address as branch, providing fixed insurance/annuity products. 2. Sangwin Investments, investment related, same address as branch, investment advisory and insurance business, DBA for investment and insurance practice, 160 hours per month during trading hours. 3. Trading Edge Capital LP, LLC, investment related, start date 09/2025, 511 N BROADWAY, STE 1100, Milwaukee, WI 53202, Private Fund, portfolio manager for the fund, 20 hours per month during trading hours. 4. Trading Edge Holdco LLC, investment related, state date 9/2025, 511 N BROADWAY, STE 1100, Milwaukee, WI 53202, general partner and owner of Trading Edge Capital GP LLC, member and minority owner, 2 hours per month during trading hours. 5. Trading Edge Capital GP, LLC, investment related, start date 9/2025, 1209 ORANGE ST, Wilmington, DE 19801, general partnership for a private fund, member and minority owner of Trading Edge Holdco LLC, who owns the private fund, 2 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-07 |
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