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Current Employers
Guardant Wealth Advisors

848 Brickell Avenue Suite Ph5, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-01-30
TX RA APPROVED_RES 2026-01-30
  • NY RA
    APPROVED
    Since 2026-01-30
  • TX RA
    APPROVED_RES
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
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
  • 10/2013 → 10/2022
    New York, NY
  • 10/2013 → 10/2022
    Jpmorgan Chase Bank Na
    New York, NY
  • 12/2015 → 10/2021
    8 West Hills Court Llc
    Southampton, NY
  • 11/2022 → 01/2026
    Reno, NV
  • 01/2026 → Present
    Guardant Partners, Llc
    Southampton, NY
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-18
S63 Uniform Securities Agent State Law Examination 1995-10-27
  • S65 Uniform Investment Adviser Law Examination
    2010-05-18
  • S63 Uniform Securities Agent State Law Examination
    1995-10-27

View on SEC IAPD

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