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848 Brickell Avenue Suite Ph5, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-30 |
| TX | RA | APPROVED_RES | 2026-01-30 |
Branch Locations
33 Flying Point Road Suite 103, Southampton, NY 11968 • United States
848 Brickell Avenue Suite Ph5, Miami, FL 33131 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 10/2013 | 10/2022 |
| Jpmorgan Chase Bank Na | New York | NY | 10/2013 | 10/2022 |
| 8 West Hills Court Llc | Southampton | NY | 12/2015 | 10/2021 |
| Belpointe Asset Management, Llc | Reno | NV | 11/2022 | 01/2026 |
| Guardant Partners, Llc | Southampton | NY | 01/2026 | Present |
Entity Name: 2200 Holdings LLC dba Dune Investment related: N Address: 204 Eagle Drive, Jupiter, FL 33437 Nature of the other business: Restaurant Position/Title/Relationship: Owner/Partner Start Date: 05/11/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Investor - no daily responsibilities Entity Name: Sag Pizza LLC Investment related: No Address: N/A Nature of the other business: Restaurant Position/Title/Relationship: Investor (e.g. Limited Partner, Partial Owner, Passive Investor, etc.) Start Date: 10-Oct-2018 Approximate # of hours a month: 0 Briefly describe your duties: No regular duties Entity Name: Riverside Restaurant Partners LLC Investment related: No Address: N/A Nature of the other business: Restaurant Position/Title/Relationship: Investor (e.g. Limited Partner, Partial Owner, Passive Investor, etc.) Start Date: 12-Oct-2018 Approximate # of hours a month: 0 Briefly describe your duties: No regular duties Name: LT Burger Investment related: No Address: 62 Main Street, Sag Harbor, NY 11963 Nature of the other business: Restaurant Position/Title/Relationship: Investor (e.g. Limited Partner, Partial Owner, Passive Investor, etc.) Start Date: 12/2022 Approximate # of hours a month: 0 Briefly describe your duties: No regular duties Entity Name: Royal Palms Shuffleboard Club, LLC Investment related: No Address: 514 Union St, Brooklyn, NY 11215 Nature of the other business: Recreational Event Space/Bar Position/Title/Relationship: Investor (e.g. Limited Partner, Partial Owner, Passive Investor, etc.) Start Date: 12/2012 Approximate # of hours a month: 0 Briefly describe your duties: No regular duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-27 |
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