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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED_RES | 2023-11-14 |
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 |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Boston | MA | 04/2019 | 09/2023 |
| Mml Investors Services, Llc | Boston | MA | 05/2019 | 09/2023 |
| Trident Fisheries | Portsmouth | RI | 09/2015 | 02/2018 |
| Dynatrace | Waltham | MA | 02/2018 | 06/2019 |
| Belpointe Asset Management, Llc | Reno | NV | 10/2023 | Present |
| Independent Agent | Woburn | MA | 10/2023 | Present |
1) Sooner Business Advisors, investment related, 56 Stonehenge Road, Londonberry, NH 02053, Business coaching and strategic planning for business owners, Consultant, Start date: 08/08/2022, 5 hours during trading hours, Goal setting and business coaching services to business owners. 2)Sales of fixed insurance products, investment related, residential address, sales of fixed insurance products through various carriers, agent, start date 10/2023, 1 hours/month during trading hours. 3) Prosperl CPA, investment related, 7000 Central Pkwy #1100 Atlanta, GA 30328, Tax Planning, Client Strategist, Start 0/2023, 160 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-11-27 |
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