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Current Employers
Belpointe Asset Management Llc

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-09-05
  • CA RA
    APPROVED
    Since 2018-09-05

Branch Locations

Walnut Creek, CA • United States

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Integro San Francisco CA 05/2012 10/2021
Fairway Financial Llc Danville CO 02/2016 09/2018
Stonecastle Danville CA 09/2014 08/2021
Lynx Capital, Lllc Moraga CA 10/2016 09/2018
Belpointe Asset Management, Llc Phoenix AZ 09/2018 Present
Belpointe Insurance, Llc Greenwich CT 09/2018 Present
Diable Valley Insurance Walnut Creek CA 10/2021 Present
  • 05/2012 → 10/2021
    Integro
    San Francisco, CA
  • 02/2016 → 09/2018
    Fairway Financial Llc
    Danville, CO
  • 09/2014 → 08/2021
    Stonecastle
    Danville, CA
  • 10/2016 → 09/2018
    Lynx Capital, Lllc
    Moraga, CA
  • 09/2018 → Present
    Phoenix, AZ
  • 09/2018 → Present
    Belpointe Insurance, Llc
    Greenwich, CT
  • 10/2021 → Present
    Diable Valley Insurance
    Walnut Creek, CA
Previous Registrations
  • 2016-04-15 → 2018-09-12
    Fairway Financial Llc
    Danville, CA
  • 2013-06-12 → 2014-09-02
    Capital Financial Services, Inc.
    Minot, ND
    Danville, CA
  • 2010-10-13 → 2011-06-14
    Hayward, CA
  • 2010-05-17 → 2010-09-16
    San Francisco, CA
  • 2006-06-01 → 2010-05-28
    Wells Fargo Investments, Llc
    Walnut Creek, CA
    San Francisco, CA
    Walnut Creek, CA
    Walnut Creek, CA
    Concord, CA
    Danville, CA
  • 2003-10-28 → 2006-06-02
    Banc Of America Investment Services, Inc.
    Walnut Creek, CA
    Walnut Creek, CA
    Moraga, CA
Other Businesses

1). Belpointe Insurance Inc; investment related; Greenwich, CT ; insurance sales, insurance broker; 09/2018; approximately 5 hours per month all during securities trading hours. 2). Private Money Bancorp DBA Coast Capital; investment-related; 62 Incline Green Ln, Alamo, CA 94507; mortgage originator for local office only; mortgage advisor; 10/2022; approximately 2 hours per month all during securities trading hours. 3). Diablo Valley Insurance; investment related,185 Lennon Lane #200, Walnut Creek, CA 94598; commercial/personal insurance; insurance broker; 10/2022; approximately 160 hours per month all during securities trading hours. 4). Original Joe's Walnut Creek, investment related, 1300 S Main Street Walnut Creek, CA 94596, Restaurant, Investor/Owner, Start: 10/2025, 0.5 hours per month during trading hours

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-03-13
S66 Uniform Combined State Law Examination 1999-12-09
  • S63 Uniform Securities Agent State Law Examination
    2017-03-13
  • S66 Uniform Combined State Law Examination
    1999-12-09
Other Names
  • John Thomas Dwyer
  • John Dwyer
  • John T Dwyer

View on SEC IAPD

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