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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-08 |
Branch Locations
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 |
|---|---|---|---|---|
| Pruco Securities Llc | Rochester | NY | 02/2015 | 01/2020 |
| Sodus Bay Heights Golf Course | Sodus Bay | NY | 01/2020 | 03/2021 |
| Leigh Baldwin & Co., Llc | Cazenovia | NY | 03/2020 | 06/2023 |
| Premo Design Inc. | New York | NY | 07/2021 | 10/2025 |
| Bright Futures Wealth Management | Webster | NY | 07/2023 | 04/2026 |
| Cetera Advisors Llc | St Cloud | MN | 06/2023 | 10/2025 |
| Kappan Financial | Rochester | NY | 02/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 10/2025 |
| Silver Oak Securities, Inc. | Jackson | TN | 10/2025 | Present |
| Belpointe Asset Management, Llc | Reno | NV | 05/2026 | Present |
1. "Kappan Financial, LLC",Is Investment Related,"1630 Empire Blvd, Suite 100, Webster, NY, 14580, United States", DBA - Utilized with Joint Clients/Prospects with Vincent Dallo, Financial Planner,2/1/2025, 80 hours per month, 80 hours per month during trading hours, Other Compensation, "This is a DBA disclosure Only: The compensation from these activities come through a joint rep code at the broker dealer level and a joint rep master at Schwab (or other custodian) at the RIA level to share in revenues produced together through our joint work arrangement, or through split commissions for any fixed life or fixed annuity business." 2. No DBA - Fixed Insurance/Annuity Offerings With Various Carriers, Is Investment Related,"1630 Empire Blvd, Suite 100, Webster, NY, 14580, United States", Fixed Insurance/Annuity Sales/Service, Fixed Insurance/Annuity Producer, 2/1/2015, 7 hours per month, 7 hours per month during trading hours, Commission Compensation, "To Sell and Service: Life, Health, Disability, Long Term Care, Medicare, Med Supplements, and other fixed Insurances, and fixed annuities."
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-11 |
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