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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-11-13 |
Branch Locations
14755 N. Outer 40 Road, Suite 514, Chesterfield, MO 63017 • 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 |
|---|---|---|---|---|
| Fruition Financial | Chesterfield | MO | 06/2021 | Present |
| Unemployed | Chesterfield | MO | 09/2020 | 06/2021 |
| Milwaukee Bucks | Milwaukee | WI | 09/2015 | 09/2020 |
| Belpointe Asset Management, Llc | Reno | NV | 10/2023 | Present |
| D.H. Hill Securities, Lllp | Kingwood | TX | 11/2023 | Present |
SHAWN ZELL LLC, non-investment related, START DATE 3/1/2022, sole proprietor/owner of company, zero time invested, same address as branch. START DATE 11/2023 I WILL DEVOTE 40/HRS MO, 10 HRS DURING TRADING AS INVESTMENT ADVISOR FOR BELPOINTE ASSET MANAGEMENT. THIS IS AN INVESTMENT RELATED ACTIVITY. THE BUSINESS LOCATION IS THE SAME AS THE BRANCH LOCATION. Sales of Fixed Income, investment related, same address as branch, start 06/2021, sales of fixed income products to investment and financial planning clients, agent, 10 hours per month during trading hours. Fruition Financial, investment related, Start Date 1/2024, DBA name for Securities, Advisory, and Insurance business Mitrata Nepal Foundation for Children, investment related, 7217 Watson Road, 190129 St. Louis, MO 63119, non-profit for underprivileged children in Nepal, Finance Committee Member, Start Date 11/2025, annual budget and financial growth analysis.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-11 |
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