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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-11-07 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Littleton, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Douglas County Public Schools | Parker | CO | 06/2016 | 06/2018 |
| New York Life Insurance Co. | Denver | CO | 05/2019 | 10/2019 |
| Nylife Securities Llc | Denver | CO | 08/2019 | 10/2019 |
| Unemployed | Littleton | CO | 06/2018 | 11/2018 |
| Prounlimited | Boca Raton | FL | 11/2018 | 05/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2019 | 11/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2020 | 11/2022 |
| Belpointe Asset Management, Llc | Reno | NV | 11/2022 | Present |
1. FIXED INSURANCE SALES, INVESTMENT RELATED, SAME ADDRESS AS BRANCH, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 01/01/21, INV REL, 2 HR/MO- 1/TRADING HR. 2. Aspen Peak Wealth Management, investment related, same address as branch, DBA name for investment advisory and insurance business, start 11/2022 3. Aspen Peak Divorce Solutions; investment-related; same address as branch; divorce financial planning and divorce mediation; owner; start 08/2023; 20 hours per month, all during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-16 |
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