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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 | 2025-11-12 |
Branch Locations
115 S. 84Th Street, Suite 275, Milwaukee, WI 53214 • 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 |
|---|---|---|---|---|
| Concordia University Wisconsin | Mequon | WI | 04/2017 | 12/2022 |
| Wealth Management Solutions, Llc | Milwaukee | WI | 01/2023 | Present |
| Belpointe Asset Management, Llc | Reno | NV | 11/2025 | Present |
| Sodexo | Mequon | WI | 01/2017 | 04/2017 |
| Concordia University Wisconsin | Mequon, | WI | 08/2014 | 12/2016 |
1) Lutheran Church Charities at Concordia University Wisconsin, non-investment related, 12800 N. Lake Shore Dr Mequon, WI 53097, K-9 Comfort Dog Handler/Caregiver, Start Date 07/2017, 2 hours per month outside trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-07 |
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