Best Investors Account Sign in
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 2020-12-23
  • CA RA
    APPROVED
    Since 2020-12-23

Branch Locations

41-750 Rancho Las Palmas Drive Suite N-3, Rancho Mirage, CA 92270 • 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
Sc Capital Advisors Rancho Mirage CA 07/2011 Present
Belpointe Asset Management, Llc Phoenix AZ 12/2020 Present
Previous Registrations
  • 2019-06-20 → 2020-12-31
    Sc Capital Advisors
    Rancho Mirage, CA
  • 2015-01-27 → 2019-06-21
    Sc Capital Advisors
    Rancho Mirage, CA
  • 2010-03-22 → 2011-08-31
    Global Portfolio Dimensions, Inc.
    Campbell, CA
Other Businesses

High School Football Official; not invested related; home address; independent contractor; 08/2010; 2 hours per month; 0 hours per month during trading; officiate high school football games.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-03-19
S66 Uniform Combined State Law Examination 2007-12-10
S63 Uniform Securities Agent State Law Examination 1993-03-31
  • S65 Uniform Investment Adviser Law Examination
    2010-03-19
  • S66 Uniform Combined State Law Examination
    2007-12-10
  • S63 Uniform Securities Agent State Law Examination
    1993-03-31
Designations
Other Names
  • Dana Crosby

View on SEC IAPD

More in Rancho Mirage, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor