Tobin F Walters

$7.58B regulatory AUM 109 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2025-08-01

Branch Locations

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
Equitable Value, Llc	Clifton Park	NY	11/2018	03/2021
Dst Systems, Inc.	Albany	NY	11/2015	11/2018
Altfest Personal Wealth Management	New York	NY	02/2023	08/2025
First Pacific Financial (Formerly Ramsey & Associates Inc)	Vancouver	WA	03/2021	11/2022
Belpointe Asset Management, Llc	Reno	NV	08/2025	Present
Opus Wealth Management	Dallas	TX	08/2025	Present

11/2018 → 03/2021

Equitable Value, Llc

Clifton Park, NY
11/2015 → 11/2018

Dst Systems, Inc.

Albany, NY
02/2023 → 08/2025

Altfest Personal Wealth Management

New York, NY
03/2021 → 11/2022

First Pacific Financial (Formerly Ramsey & Associates Inc)

Vancouver, WA
08/2025 → Present

Belpointe Asset Management, Llc

Reno, NV
08/2025 → Present

Opus Wealth Management

Dallas, TX