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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-29 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
5301 Alpha Rd #80, Dallas, TX 75240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elligo Health Research | Austin | TX | 03/2025 | 03/2026 |
| Medix Staffing Solutions | Oak Brook | IL | 03/2024 | 12/2024 |
| Public Health Management Corporation | Philadelphia | PA | 01/2024 | 03/2024 |
| University Of Rochester Medical Center | Rochester | NY | 12/2021 | 12/2023 |
| Unemployed | Philadelphia | PA | 01/2025 | 02/2025 |
| Cvs Pharmacy | Lebanon | NH | 02/2021 | 06/2021 |
| Unemployed | Rochester | NY | 07/2021 | 11/2021 |
| Nextcare Urgent Care | Mesa | AZ | 07/2020 | 12/2020 |
| Fieldworks | Phoenix | AZ | 06/2020 | 07/2020 |
| Americorps | Montpelier | VT | 07/2019 | 09/2019 |
| Dartmouth College | Hanover | NH | 09/2014 | 06/2019 |
| Unemployed | Hanover | NH | 10/2019 | 05/2020 |
| Belpointe Asset Management, Llc | Reno | NV | 05/2026 | Present |
| Opus Wealth Management | Dallas | TX | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-17 |
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