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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-09-14 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
820 Summit Ave, Unit A, Oconomowoc, WI 53066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navigation Wealth Management, Llc | Oconomowoc | WI | 06/2021 | Present |
| Belpointe Asset Management, Llc | Reno | NV | 09/2022 | Present |
| The Bikesmiths | Menomonee Falls | WI | 07/2016 | 05/2021 |
| Uw-Whitewater | Whitewater | WI | 09/2019 | 05/2022 |
| Arrowhead High School | Hartland | WI | 08/2015 | 05/2019 |
Rental property, non-investment related, Oconomowoc, WI, residential rental property, start date 5/2023, 20 hours per month, few during trading hours, owner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-12 |
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