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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-05-26 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Hartland, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Householder Group Estate & Retirement Specialists | Waukesha | WI | 06/2016 | 12/2021 |
| Lpl Financial, Llc | Waukesha | WI | 06/2016 | 05/2023 |
| Great Valley Advisor Group, Inc. | Waukesha | WI | 10/2021 | 04/2023 |
| Belpointe Asset Management, Llc | Reno | NV | 05/2023 | Present |
1) Proportunity Real Estate LLC, investment related, home address, residential real estate investing, start 04/2023, manager, 4 hours per month outside of trading hours. 2) Insurance sales, investment related, same address as branch, sales of fixed insurance products, 10 hours per month during trading hours, salesperson.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-11 |
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