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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-06-06 |
Branch Locations
18881 West Dodge Road, Suite 206C, Omaha, NE 68022 • 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 |
|---|---|---|---|---|
| Cambridge Investment Research Inc | Fairfield | IA | 12/2014 | 01/2017 |
| Prairie Wealth Advisors | Omaha | NE | 01/2017 | 05/2024 |
| Belpointe Asset Management, Llc | Reno | NV | 05/2024 | Present |
1) Fixed Insurance Sales, investment related, same address as branch, sales of life insurance, disability, long-term care and fixed annuity sales, agent, start 2004, 1 hour per month during trading hours. 2) Third Avenue Ventures, investment related, 7513 S 180th Ave Omaha, Nebraska 68136, Passive Investment Opportunities , Owner, Start 01/2026, 4 hours per month, 1.5 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-27 |
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