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2 Summit Park Drive Suite 100, Independence, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-03 |
| OH | RA | APPROVED | 2020-12-18 |
Branch Locations
2 Summit Park Drive Suite 100, Independence, OH 44131 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Artista Financial Group | Broadview Heights | OH | 01/2000 | 12/2024 |
| Belpointe Asset Management, Llc | Greenwich | CT | 08/2016 | 02/2021 |
| Gateway Financial Advisors, Llc | Independence | OH | 08/2016 | Present |
| Belpointe Insurance, Llc | Greenwich | CT | 08/2016 | 02/2021 |
| Gateway Asset Management, Llc | Independence | OH | 12/2020 | Present |
1) GATEWAY FINANCIAL ADVISORS, INVESTMENT RELATED, SAME OFFICE ADDRESS, INSURANCE AGENT, SINCE AUG 2016 TO PRESENT; SPENDS APPROX 8 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-04-24 |
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