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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-05-19 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
10900 Wayzata Boulevard Suite 200, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Belpointe Asset Management | Reno | NV | 05/2026 | Present |
| Guardian Capital Management | Minnetonka | MN | 05/2026 | Present |
| Gwg Life | Dallas | TX | 06/2014 | 12/2021 |
| Emerson Equity | San Mateo | CA | 06/2014 | 09/2022 |
| Gwg Holdings, Inc. | Dallas | TX | 10/2014 | 12/2021 |
| Innovation Capital Solutions Llc | Dallas | TX | 12/2021 | 08/2022 |
| Beneficient, A Nevada Corporation | Dallas | TX | 08/2022 | 09/2023 |
| Altaccess Securities Company, L.P. | Dallas | TX | 09/2022 | 11/2023 |
| Ameriprise Financial Services, Llc | Minneapolis | MN | 06/2024 | 05/2026 |
| Annuityvip | Ham Lake | MN | 11/2023 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-25 |
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