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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-08-09 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
115 S. 84Th Street, Suite 275, Milwaukee, WI 53214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Brookfield | WI | 09/2014 | 08/2023 |
| Freedom Wealth Alliance | Brookfield | WI | 09/2014 | 08/2023 |
| Belpointe Asset Management, Llc | Reno | NV | 08/2023 | Present |
| D.H. Hill Securities, Lllp | Kingwood | TX | 08/2023 | Present |
1) No Business Name - Real Estate Rental - INV REL - Start 03/18/2015 - 37 Avenida Hortencias and 431 Calle Matamoros, Puerto Vallarta, Jalisco Mexico - to receive rental payments pay expenses and distribute refunds or damage deposits - 2 Hr/Mo; 1 Hour During Securities Trading 2) Fixed Insurance Sales, investment-related, address same as branch, salesperson for fixed insurance products through various carriers, 20 hours per month during trading hours. 3) America Scores Milwaukee, non-investment related, 7101 Good Hope Road, Milwaukee, WI 53223, Non-profit organization focusing on after school programming for at risk elementary school children, board member, start 04, 2013, 3 hours per month, 1 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-11 |
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