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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-10 |
Branch Locations
107 West Liberty Street, Rome, NY 13440 • United States
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Belpointe Asset Management, Llc | Reno | NV | 07/2019 | Present |
| Advisory Services Network | Atlanta | GA | 01/2016 | 06/2019 |
1. Vlawsity, investment related, 200 East Garden Street Rome, NY 13440, Personal Investment in DIY Estate Planning Business, Investor, Start Date 02/2024, 0 hours per month. 2. Chatham Street Consulting Services, LLC, non-investment related, 200 East Garden Street, Suite 200, Rome, NY 13440, consulting company, started 08/2021, 5 hours per month outside of trading hours, CFO consulting services. 3. St. Peter's Church, non-investment related, 200 North James Street, Rome, NY 13440, Catholic Church, Finance Committee Member, start 04/2023, less than 1 hour per month outside of trading hours. 4. Liberty Street Opportunity Zone Fund, LLC, investment related, 107 West Liberty St, Rome, NY 13440, Single commercial property investment, start 4/2023, co-managing member, 1 hour per month outside of trading hours. 5. Collaborative Fund Services, LLC, investment-related, 500 Damonte Ranch Pkwy, Bldg 700, Unit 700, Reno, NV 89521, public and private fund administrator, start 2022, accounting and tax review and consulting services, 5 hours per month during trading hours. 6. Chatham Street Tax & Accounting, LLC; investment-related; 107 West Liberty St, Rome, NY 13440; Accounting, bookkeeping, tax preparation and planning; owner; 40 hours+ per month mostly during securities trading hours.
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