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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-03-27 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Pocono Pines, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Health, Llc | Roseland | NJ | 07/2011 | 02/2019 |
| Belpointe Asset Mangement, Llc | Reno | NV | 03/2019 | Present |
| Belpointe Insurance, Llc | Greenwich | CT | 03/2019 | 12/2023 |
1). AM TAX PLANNING, NON INVESTMENT RELATED, 48 BI STATE #201, OLD TAPPAN NJ 07675 TAX PREPARATION SINCE 2017 APPROX 15 HOURS PER MONTH, DURING SOME TRADING HOURS. 2). SALES OF FIXED INSURANCE PRODUCTS, INVESTMENT RELATED, SAME ADDRESS AS BRANCH. INSURANCE SALES, INSURANCE PRODUCER SINCE 3/2019. APPROX 5 HOURS PER MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-09-10 |
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