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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-22 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Maimi, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Miami | FL | 08/2012 | 03/2019 |
| Independent | Washington | DC | 03/2019 | 10/2020 |
| Slow Capital, Inc. | Greenbrae | CA | 11/2020 | 04/2022 |
| Belpointe Asset Management, Llc | Reno | NV | 02/2022 | 02/2025 |
| Optional Holding Llc | Sheridan | WY | 01/2021 | Present |
| Belpointe Asset Management, Llc | Reno | NV | 11/2025 | Present |
1). Anthem Risk Management, LLC; investment-related; same address as branch; insurance sales; partial owner and licensed insurance agent; since 02/2002; 10 hours per month during trading hours. 2). Financial Advisor Marketing; investment-related; 30 Gould St. N., Sheridan, WY 82801; digital product course & digital affiliates; owner; since 10/2023; 1 hours per month, none during securities trading hours. 3). Time in Columbia; investment-related; 30 Gould St. N., Sheridan, WY 82801; digital products; owner; since 10/2023; 1 hours per month, none during securities trading hours. 4). Email Extractor Tool; non-investment related; 30 Gould St. N., Sheridan, WY 82801; software service; owner; since 10/2024; 1 hours per month, none during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-25 |
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