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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-01 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
1220 Kensington Rd, Suite #220, Oak Brook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Afin Wealth Management | Oakbrook | IL | 08/2025 | 12/2025 |
| Amplified Planning | Schaumburg | IL | 08/2024 | 07/2025 |
| Unemployed | Schaumburg | IL | 04/2024 | 07/2024 |
| Nec Corporation Of America | Irving | TX | 01/2011 | 03/2024 |
| Belpointe Asset Management | Reno | NV | 09/2025 | Present |
| Afin Wealth Management | Oakbrook | IL | 01/2026 | Present |
1) LMSM Inc., Investment related, 925 Rand Road Suite 208, Arlington Heights, IL 60004-4078, Real estate investments, Partner/Manager, Start 06/2022, 10 hours per month not during trading hours, 2) Independent Insurance Agent; Investment related, 1220 Kensington Rd, Suite #220 Oakbrook, IL 60523, Fixed Insurance Sales; Independent Insurance Agent; 02/2026; 5 hours per month; 2 hours during trading hours; selling of Fixed Insurance Products 3) Detmias Holdings LLC, investment related, 2303 N Bosworth Ave Chicago, IL 60614, residential short term rental (not a pooled investment), Member, Start 01/2026, 10 hour per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-29 |
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