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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-07-07 |
Branch Locations
110 Washington Avenue 3Rd Floor, North Haven, CT 06473 • 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 |
|---|---|---|---|---|
| Schreck Wealth Management Llc | North Haven | CT | 07/2024 | Present |
| Yale New Haven Health Continuum | New Haven | CT | 02/2016 | Present |
| Belpointe Asset Management Llc | Reno | NV | 07/2025 | Present |
Yale New Haven Health Continuum, Not Investment Related, 109 Legion Ave. New Haven, CT 0651, Non-profit Healthcare System, Occupational Therapist, Start Date 02/2016, 136 hours per month; 80 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-07 |
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