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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2025-01-17 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
13520 Evening Creek Drive N, Ste 480, San Diego, CA 92128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Advisors, Inc. | La Vista | NE | 08/2015 | 12/2016 |
| Dave Morgan Cpa, Inc. | San Diego | CA | 01/2003 | Present |
| Elite Investment Team Llc | San Diego | CA | 06/2020 | 01/2021 |
| Onyx Bridge Wealth Group Llc | Tarrytown | NY | 01/2021 | 11/2021 |
| Axxcess Wealth Management, Llc | San Diego | CA | 08/2023 | 01/2025 |
| Belpointe Asset Management Llc | Reno | NV | 01/2025 | Present |
Dave Morgan CPA, Inc.; Not investment-related; San Diego, CA; Accounting firm; Owner/CPA; Start 01/2003; 160 hours/month, during securities trading hours; tax and accounting services
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