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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-02-14 |
Branch Locations
515 Grove Street Suite 3A, Haddon Heights, NJ 08035 • United States
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chaslyn Financial Group, Inc. | Cherry Hill | NJ | 03/2008 | 02/2019 |
| Bcg Securities, Inc. | Delran | NJ | 01/2013 | 02/2019 |
| Belpointe Asset Management, Llc | Reno | NV | 02/2019 | Present |
| Fortune Financial Services, Inc. | Monaca | PA | 02/2019 | Present |
1). INSURANCE SALES WITH VARIOUS CARRIERS, INVESTMENT RELATED, 515 GROVE STREET, SUITE 3C, HADDON HEIGHTS NJ 08035, SALES OF VARIOUS FIXED INSURANCE PRODUCTS, SINCE 6/1994. 2). KINETIC K PLANS, INVESTMENT RELATED, 515 GROVE STREET, SUITE 3C, HADDON HEIGHTS NJ 08035 MULTIPLE EMPLOYER 401K PLANS, OWNER/TRUSTEE. SINCE 10/2016 APPROX 20 HOURS PER WEEK, DURING SOME TRADING HOURS. 3). FORTUNE FINANCIAL SERVICES, INC. INVESTMENT RELATED, 3582 BRODHEAD ROAD, SUITE 202 MOACA, PA 15061 BROKERAGE FIRM, REGISTERED REPRESENTATIVE SINCE 03/2019 APPROX 20 HOURS PER WEEK, DURING TRADING HOURS. 4] DBA: Independent Financial Concepts, owner, used for tax filing, life insurance, health and DI since 1994. 5) Belpointe Services, LLC, investment related, same as branch address, company offers support services to RIAs and small businesses, 2 hours/month during trading, providing services, starting 03/2019. 6) COLLABORATIVE OFFICE SERVICES, INVESTMENT RELATED, 500 DAMONTE RANCH PKWY, UNIT 700, BLDG 700, RENO, NV 89521, SPONSOR OF A MULTI-EMPLOYER RETIREMENT PLAN, SINCE 2020, MEMBER. 7.) Chaslyn Financial Group is DBA - owner used for accounting, tax filing, manage the office 8.) Enlightened Wealth Strategies, investment related, 515 Grove St. Suite 3C, Haddon Heights, NJ 08035, podcasts, guest speaker, Start 11/2024, 4 hours/month during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-13 |
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