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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 | 2018-09-05 |
Branch Locations
Walnut Creek, CA • United States
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-03-13 |
| S66 | Uniform Combined State Law Examination | 1999-12-09 |
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