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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
CA RA APPROVED_RES 2025-01-17
  • CA RA
    APPROVED_RES
    Since 2025-01-17

Branch Locations

San Diego, CA • United States

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • 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
Financial Network San Diego CA 04/1992 Present
Dee House And Company San Diego CA 07/1982 Present
Securities America Advisors, Inc. San Diego CA 04/2014 11/2016
Belpointe Asset Management Llc Reno NV 01/2025 Present
Axxcess Wealth Management Llc San Diego CA 10/2023 01/2025
  • 04/1992 → Present
    Financial Network
    San Diego, CA
  • 07/1982 → Present
    Dee House And Company
    San Diego, CA
  • 04/2014 → 11/2016
    Securities America Advisors, Inc.
    San Diego, CA
  • 01/2025 → Present
    Reno, NV
  • 10/2023 → 01/2025
    San Diego, CA
Previous Registrations
  • 2023-10-19 → 2025-01-15
    Carlsbad, CA
    San Diego, CA
  • 2014-05-07 → 2016-12-02
    Securities America Advisors, Inc.
    San Diego, CA
Other Businesses

1. Dee House and Company; Not Investment Related; San Diego, CA; Owner; Start 07/1982; 40 hours/month, during securities trading hours; Retail sales sellers permit SR FH 19-685805 2. Financial Network; Not Investment Related; San Diego, CA; Owner; Start 04/1992; 40 hours/month, during securities trading hours; Contract consulting

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-02-16
  • S63 Uniform Securities Agent State Law Examination
    1996-02-16

View on SEC IAPD

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