Jeffrey Byron Belmonte

Belmont, MI • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2018-09-24
MI	RA	APPROVED	2018-04-06

Branch Locations

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

Organization	City	State	From	To
Advanced Asset Management Llc	Grandville	MI	02/2015	04/2018
2-0 Leadership Coaching	Rockford	MI	03/2017	12/2017
Financial Life Management, Llc, Dba Summitview Advisors	Grand Rapids	MI	04/2018	Present

02/2015 → 04/2018

Advanced Asset Management Llc

Grandville, MI
03/2017 → 12/2017

2-0 Leadership Coaching

Rockford, MI
04/2018 → Present

Financial Life Management, Llc, Dba Summitview Advisors

Grand Rapids, MI

2015-05-06 → 2018-05-01

Aam Fee-Only Financial Planning And Investment Advisory, Llc

Granville, MI
2010-05-21 → 2015-02-17

Commonwealth Financial Network

Sarnac, MI

Grand Rapids, MI

Alto, MI
2007-09-14 → 2009-02-20

Wells Fargo Advisors Financial Network, Llc

Holland, MI

NEW POINT LEASING, LLC; NON-INVESTMENT RELATED; PART OWNER; ADA, MI; TIME SPENT: 1 HR/MONTH DURING TRADING HOURS; SUB-LEASES OFFICE SPACE.

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-07-26