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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 | 2025-11-21 |
Branch Locations
200 John James Audubon Pkwy, Suite 202, Amherst, NY 14228 • United States
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • 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 |
|---|---|---|---|---|
| Metlife Securities Inc. | Williamsville | NY | 01/2015 | 03/2017 |
| Mml Investors Services, Llc | Amherst | NY | 03/2017 | 11/2025 |
| Massmutual Life Insurance Co | Amherst | NY | 07/2016 | 11/2025 |
| Belpointe Asset Management, Llc | Reno | NV | 11/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2026 | Present |
1) Fixed insurance products Inv Rel: Y Addr: 200 John James Audubon Pkwy, Suite 202, Amherst, NY 14228, Nature: Outside Insurance sales, Position: Agent/Sales Rep, Start: 6/12/2023, No Hr/Mo: 5 No Hr/Mo Dur Trading: 5, Duties: Life, Fixed Annuities. 2) NAME: Clarence High School Academy of Business of Finance INV REL: N ADD: 9625 Main St, Clarence NY 14031 NATURE: Advisory Board for high school finance academy POSITION: Board member START DATE: 01/01/2012 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: Volunteer time to help structure financial literacy for kids & coaching 3) Ss. Brigid Columba Church, non-investment related, 75 Hickory Street, Buffalo, NY 14204, Finance Committee, Committee member, Start: 2022, 1 hour per month outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-04-06 |
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