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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-25 |
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