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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
SC RA APPROVED 2026-03-04
  • SC RA
    APPROVED
    Since 2026-03-04

Branch Locations

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

301 N. Main Street, P.O. Box 44, Greenville, SC 29601 • 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
Self-Employed Charlotte NC 01/2008 Present
Triad Advisors Norcross GA 07/2015 05/2020
Arkadios Capital Atlanta GA 05/2020 04/2024
Arkadios Wealth Advisors Atlanta GA 05/2020 04/2024
Belpointe Asset Management, Llc Reno NV 03/2026 Present
Ase Private Wealth Greenville SC 03/2026 Present
  • 01/2008 → Present
    Self-Employed
    Charlotte, NC
  • 07/2015 → 05/2020
    Triad Advisors
    Norcross, GA
  • 05/2020 → 04/2024
    Arkadios Capital
    Atlanta, GA
  • 05/2020 → 04/2024
    Atlanta, GA
  • 03/2026 → Present
    Reno, NV
  • 03/2026 → Present
    Ase Private Wealth
    Greenville, SC
Previous Registrations
  • 2020-05-21 → 2024-04-30
    Charlotte, NC
    Charlotte, NC
    Indian Land, SC
  • 2019-02-05 → 2020-05-21
    Triad Advisors Llc
    Charlotte, NC
Other Businesses

1) Life and Health Insurance agent/broker; investment related; 131 Falls Street, Ste 301, Greenville, SC 29601; fixed insurance sales; agent/broker; start date 2007; 120 hrs/month; 5 hrs during trading; prospecting, fact finding, underwriting of life and disability income, and LTC insurance. 2) Legal Shield; non-investment related; 1 Pre-Paid Way, Ada, OK 74820; individual and on-site employee benefit, identity theft and pre-paid legal membership; broker, sales, independent contractor; 12/5/2013;<1 hr/month;0 hrs during trading; membership sales 3) Musician, non-investment related, residential address, paid wedding singer and drummer, start 1982, under 5 occurrences per year, all outside of trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-25
  • S66 Uniform Combined State Law Examination
    2019-01-25

View on SEC IAPD

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