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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2017-01-03 |
Branch Locations
110 Washington Avenue 3Rd Floor, North Haven, CT 06473 • 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 |
|---|---|---|---|---|
| Aig | Branford | CT | 12/2008 | 12/2016 |
| Bard Financial Services | Branford | CT | 03/2009 | 12/2016 |
| Belpointe Asset Management, Llc | Reno | NV | 01/2017 | Present |
1)INDEPENDENT INSURANCE PRODUCER, INVESTMENT RELATED, 110 WASHINGTON AVENUE, NORTH HAVEN, CT 06473 LIFE, HEALTH & FIXED ANNUITIES INSURANCE SALES. 01/03/2017 APPROX 5 HOURS PER MONTH, APPROX 5 HOURS PER MONTH DURING SECURITIES TRADING 2) NOTRE DAME HIGH SCHOOL LOYALTY AND ENDOWMENT, 1 NOTRE DAME WAY WEST HAVEN, CT 06516, ENDOWMENT FUND, PRESIDENT, 05/2018, APPROXIMATELY 5 HOURS PER MONTH, APPROXIMATELY 2 HOURS PER MONTH DURING SECURITIES TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-22 |
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