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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-01 |
Branch Locations
1 Northfield Plaza, Suite 521, Northfield, IL 60093 • United States
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 |
|---|---|---|---|---|
| Mb Financial | Lincolnwood | IL | 01/2006 | 02/2019 |
| Cetera Investment Services Llc | St. Cloud | MN | 12/2011 | 04/2025 |
| Cetera Investment Advisers Llc | Northfield | IL | 01/2014 | 04/2025 |
| Belpointe Asset Management Llc | Reno | NV | 04/2025 | Present |
1.) AFIN Risk Management LLC, investment related, tax entity created to receive insurance commissions, owner, start 2022, 0 hours per month, no operational functions. 2.) Jewish United Foundation; non investment related, 30 S. Wells Street, Chicago, IL 60606, Board member, non-profit organization, 4 hours per month outside of trading hours, start 2022. 3.) Independent Insurance Agent, investment related, 1 Northfield Plaza, Suite 521 Northfield, IL 60093, Sales of Fixed Insurance, Insurance Agent 4.) Book, non investment related, 1 Northfield Plaza, Suite 521 Northfield, IL 60093, Book, Author, Start Date 11/26/2025, 0 hours during trading hours. 5.) Collaborative Funds Advisors LLC, Investment Related, RIA, Reno, NV, Start 12/2025, Portfolio Manager for PL Growth and Income ETF (TICKER: PLGI), 20 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-25 |
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