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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 | 2021-07-11 |
Branch Locations
120 White Plains Road, Ste 112, Tarrytown, NY 10591 • 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 |
|---|---|---|---|---|
| National Planning Corp | Tarrytown | NY | 03/2000 | 10/2017 |
| Calder Service Systems | Tarrytown | NY | 01/2002 | 09/2017 |
| Lexco Wealth Management Inc | Tarrytown | NY | 07/2013 | 10/2017 |
| Belpointe Asset Management, Llc | Reno | NV | 10/2017 | Present |
1. Belpointe Insurance, LLC/Belpointe Speciality Insurance, LLC, investment- related, Greenwich, CT, Fixed insurance sales, start 10/2017, 5 hours per month during trading, salesperson. 2. Life settlements; investment-related; 120 White Plains Rd, Tarrytown, NY 10591; selling in-force insurance policies on the open market ; principal; 03/2024; 8 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-08 |
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