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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-02 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
120 White Plains Road Suite 112, Tarrytown, NY 10591 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | El Segundo | CA | 04/2013 | 10/2017 |
| Lpl Financial Llc | Tarrytown | NY | 11/2017 | 11/2017 |
| Belpointe Asset Management, Llc | Reno | NV | 11/2017 | Present |
1. Fixed Insurance Sales, investment related, same address as branch, sales of fixed insurance products, since September 2020, under 5 hours per month, recommend and sell insurance products when needed as part of a client's holistic financial plan. 2. Life settlements; investment-related; 120 White Plains Rd, Tarrytown, NY 10591; selling in-force insurance policies on the open market ; agent; 03/2024; 8 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-21 |
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