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Account
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1200 N Federal Highway Suite 300, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-17 |
| FL | RA | APPROVED | 2024-05-31 |
| NJ | RA | APPROVED | 2024-05-28 |
| CA | RA | APPROVED | 2024-05-24 |
| CO | RA | APPROVED | 2024-05-24 |
| CT | RA | APPROVED | 2024-05-24 |
| NY | RA | APPROVED | 2024-05-24 |
| TX | RA | APPROVED | 2024-05-24 |
Branch Locations
Boca Raton, FL • United States
1200 N Federal Highway Suite 300, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 01/2012 | 08/2017 |
| Bank Of America, N.A. | New York | NY | 03/2012 | 08/2017 |
| Belpointe Asset Management, Llc | Phoenix | AZ | 08/2017 | 06/2024 |
| Reshape Wealth Llc | Jersey City | NJ | 08/2017 | Present |
| Belpointe Insurance, Llc | Greenwich | CT | 08/2017 | 06/2024 |
| Reshape, Llc | Jersey City | NJ | 05/2024 | Present |
1). RESHAPE, LLC 65 BAY STREET, SUITE 302, JERSEY CITY, NJ 07302 NON INVESTMENT RELATED, BUSINESS CONSULTING, SINCE 6/2018, LIMITED HOURS DURING TRADING HOURS. 2). INITIATIVE PARTNERS, LLC; NON-INVESTMENT RELATED; DELRAY BEACH, FLORIDA 33444; CONSULTING FIRM; MANAGING DIRECTOR SINCE 12/2021; BUSINESS DEVELOPMENT CONSULTING FOR PRIVATE COMPANIES; 2 HOURS PER MONTH: HOURS NON-TRADING HOURS: 0 3). Mr. Kranz is a Member of Greatstone Management, LLC., 16192 Coastal Hwy, Lewes Delaware 19958. An organization formed to invest in a single private company. In his role as an investor, this activity amounts to 0% of his time during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-22 |
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