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William Raymond White

Belpointe Asset Management LLC

Tarrytown, NY

Reno, NV

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Current Employers
Belpointe Asset Management Llc

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-11
  • NY RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2000 → 10/2017
    National Planning Corp
    Tarrytown, NY
  • 01/2002 → 09/2017
    Calder Service Systems
    Tarrytown, NY
  • 07/2013 → 10/2017
    Lexco Wealth Management Inc
    Tarrytown, NY
  • 10/2017 → Present
    Reno, NV
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-21
S63 Uniform Securities Agent State Law Examination 2014-07-08
  • S65 Uniform Investment Adviser Law Examination
    2016-06-21
  • S63 Uniform Securities Agent State Law Examination
    2014-07-08

View on SEC IAPD

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