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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-03-07 |
Branch Locations
Mount Pleasant, SC • 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 |
|---|---|---|---|---|
| Raymond James Financial Services | Isle Of Palms | SC | 01/2022 | 11/2023 |
| New York Life | Charleston | SC | 06/2021 | 12/2021 |
| Baseline | Charleston | SC | 07/2020 | 06/2021 |
| Pure Insurance | Charleston | SC | 06/2017 | 07/2020 |
| Student | Pinopolis | SC | 01/2012 | 06/2017 |
| Jeter Hrubala Wealth Strategies | Isle Of Palms | SC | 01/2022 | 10/2023 |
| Raymond James Financial Services Advisors, Inc | Isle Of Palms | SC | 03/2023 | 11/2023 |
| Belpointe Asset Management, Llc | Reno | NV | 03/2024 | Present |
| Opus Wealth Management | Dallas | TX | 03/2024 | Present |
| Homemaker | Mount Pleasant | SC | 11/2023 | 02/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-11 |
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