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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-03 |
Branch Locations
5060 Shoreham Place, Suite 320, San Diego, CA 92122 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Diego | CA | 10/2012 | 05/2022 |
| Jpmorgan Chase Bank, N.A | San Diego | CA | 07/2015 | 05/2022 |
| Axxcess Wealth Management, Llc Dba Alta Private Wealth | San Diego | CA | 08/2022 | 02/2023 |
| Axxcess Wealth Management, Llc Dba Asset Preservation Strategies | San Diego | CA | 03/2023 | 05/2024 |
| American River College | Sacramento | CA | 01/2022 | 12/2022 |
| Axxcess Wealth Management, Llc Dba Asset Preservation Strategies | San Diego | CA | 05/2024 | 12/2024 |
| Belpointe Asset Management Llc | Reno | NV | 12/2024 | Present |
1.SELF; NOT INVESTMENT RELATED; LEMON GROVE, CA, 91945; RENTAL PROPERTY; OWNER/LANDLORD; 01/26/2016; APPROX. 20 HOURS/MONTH; NO TIME IS SPENT ON THIS ACTIVITY DURING SECURITIES TRADING HOURS. 2.INSURANCE SALES: NOT INVESTMENT RELATED; 3636 NOBEL DR #440 SAN DIEGO CA 92122; INSURANCE SALES; AGENT; START DATE 04/2010; 48 HOURS/MONTH; 48 HOURS/MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-10 |
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