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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-01-22 |
Branch Locations
515 Grove Street Suite 3A, Haddon Heights, NJ 08035 • 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 |
|---|---|---|---|---|
| Bcg Securities | Delran | NJ | 01/2013 | 02/2017 |
| Thrivent Investment Management Inc | Cherry Hill | NJ | 02/2017 | 07/2018 |
| Thrivent Financial | Appleton | WI | 02/2017 | 06/2017 |
| Thrivent Financial | Appleton | WI | 06/2017 | 07/2018 |
| Pruco Securities, Llc | Marlton | NJ | 08/2018 | 01/2021 |
| Fortune Financial Services | Monaca | PA | 01/2021 | Present |
| Belpointe Asset Management | Reno | NV | 01/2021 | Present |
| Chaslyn Financial Group, Inc. | Haddon Heights | NJ | 01/2021 | Present |
1.Sales of fixed insurance products, investment-related, same address as branch, Sales, 01/2021 start, 10 hours/month during trading hours, Insurance sales. 2. Chaslyn Financial Group, Inc., investment-related, Haddon Heights, NJ, 01/2021 - DBA name for investment advisory, securities, and insurance sales. 3. Fortune Financial Services, investment related, Monaca, PA, 10 hours/month, 01/2021, registered representative sales for BD 4. RIA: BELPOINTEASSET MANAGEMENT - 500 Damonte Ranch Parkway Bldg 700 Unit 700, Reno Nevada, 89509 - Investment Advisor Representative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-14 |
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