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Current Employers
Belpointe Asset Management Llc

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-20
  • CA RA
    APPROVED
    Since 2026-05-20

Branch Locations

5060 Shoreham Place, Suite 320, San Diego, CA 92122 • United States

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Asset Preservation Strategies, Inc. San Diego CA 03/2025 Present
The Home Depot Escondido CA 03/2020 03/2025
Sushi 101 Tempe AZ 11/2023 04/2024
Banner Day Inc. Valley Center CA 12/2022 10/2023
Arizona State University Tempe AZ 09/2022 05/2024
San Pasqual High School Escondido CA 05/2016 05/2020
Palimar College San Marcos CA 09/2020 05/2022
  • 03/2025 → Present
    Asset Preservation Strategies, Inc.
    San Diego, CA
  • 03/2020 → 03/2025
    The Home Depot
    Escondido, CA
  • 11/2023 → 04/2024
    Sushi 101
    Tempe, AZ
  • 12/2022 → 10/2023
    Banner Day Inc.
    Valley Center, CA
  • 09/2022 → 05/2024
    Arizona State University
    Tempe, AZ
  • 05/2016 → 05/2020
    San Pasqual High School
    Escondido, CA
  • 09/2020 → 05/2022
    Palimar College
    San Marcos, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-18
S66 Uniform Combined State Law Examination 2026-04-14
  • S65 Uniform Investment Adviser Law Examination
    2026-05-18
  • S66 Uniform Combined State Law Examination
    2026-04-14

View on SEC IAPD

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