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Current Employers
Dba Seaside Financial & Insurance Services

2888 Loker Ave East Suite 110, Carlsbad, CA 92010 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2021-06-15
  • CT RA
    APPROVED
    Since 2021-06-15

Branch Locations

255 Glenville Rd., Greenwich, CT 06831 • United States

2888 Loker Ave East Suite 110, Carlsbad, CA 92010 • United States

255 Glenville Rd., Greenwhich, CT 06831 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Belpointe Greenwich CT 01/2013 Present
Belpointe Greenwich CT 12/2014 Present
Seaside Advisory Services, Inc. Stamford CT 06/2021 Present
  • 01/2013 → Present
    Belpointe
    Greenwich, CT
  • 12/2014 → Present
    Belpointe
    Greenwich, CT
  • 06/2021 → Present
    Seaside Advisory Services, Inc.
    Stamford, CT
Other Businesses

Belpointe Real Estate Development 125 Greenwich Avenue, Greenwich, CT 06830 Head of Investor Relations 120 hours/month No commissions. I act as principal for a private equity firm that specializes in real estate development.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-24
  • S65 Uniform Investment Adviser Law Examination
    2021-04-24
Other Names
  • Cody Laidlaw

View on SEC IAPD

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