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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-02-18 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
University Park, FL • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-11-13 |
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