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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
FL RA APPROVED 2020-02-18
  • FL RA
    APPROVED
    Since 2020-02-18

Branch Locations

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

University Park, FL • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Sarasota FL 05/2009 11/2016
Wells Fargo Clearing Services, Llc Sarasota FL 11/2016 05/2019
Lpl Financial Llc Sarasota FL 05/2019 11/2019
Belpointe Asset Mangement, Llc Reno NV 11/2019 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Sarasota, FL
  • 11/2016 → 05/2019
    Sarasota, FL
  • 05/2019 → 11/2019
    Lpl Financial Llc
    Sarasota, FL
  • 11/2019 → Present
    Belpointe Asset Mangement, Llc
    Reno, NV
Previous Registrations
Other Businesses

1). SARASOTA HOUSING AUTHORITY, NON-INVESTMENT RELATED, SARASOTA, FLORIDA, COMMISSIONER SINCE 5/2005 APPROX 2 HOURS PER MONTH, NON BUSINESS HOURS. 2). FLORIDA COUNCIL ON COMPULSIVE GAMBLING, NON-INVESTMENT RELATED, SANFORD, FLORIDA, BOARD MEMBER SINCE 2/2017, APPROX 2 HOURS PER MONTH, NON BUSINESS HOURS. 3). SARASOTA HOUSING FUNDING CORPORATION, NON-INVESTMENT RELATED, SARASOTA, FLORIDA, BOARD MEMBER SINCE 5/2015, APPROX 2 HOURS PER MONTH, NON BUSINESS HOURS. 4). TIGER BAY - MANATEE COUNTY - NON-INVESTMENT RELATED, BRADENTON, FLORIDA , CIVIC CLUB, BOARD MEMBER SINCE 06/2018 , APPROX 2 HOURS PER MONTH, NON BUSINESS HOURS. 5). TEEN COURT - SARASOTA COUNTY, NON-INVESTMENT RELATED, SARASOTA, FLORIDA, CIVIC CLUB, BOARD MEMBER SINCE 02/2018 , APPROX 2 HOURS PER MONTH, NON BUSINESS HOURS. 6).JOHN COLON CONSULTANT, NON INVESTMENT RELATED, SAME AS CURRENT PRIMARY RESIDENTIAL ADDRESS, GOVERNMENT RELATIONS AND AFFORDABLE HOUSING DEVELOPMENT, CONSULTANT, PRINCIPAL, 2/18/2022, 20 HOURS PER MONTH, 5 HOURS PER MONTH DURING TRADING HOURS, PROVIDE GUIDANCE ON PROGRAMS TO CREATE, MANAGE AFFORDABLE HOUSING DEVELOPMENT.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-11-13
  • S63 Uniform Securities Agent State Law Examination
    1991-11-13

View on SEC IAPD

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