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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-01-25 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Orem, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gem State Financial Group | Orem | UT | 04/2019 | Present |
| Ameritas Investment Corp | Lincoln | NE | 04/2019 | 12/2020 |
| Peterson & Associates Cpa, Llc | Orem | UT | 07/2017 | 04/2019 |
| Corecap Advisors | Southfield | MI | 11/2014 | 04/2019 |
| M & O Marketing | Southfield | MI | 11/2015 | 04/2019 |
| Belpointe Asset Management | Reno | NV | 01/2021 | Present |
1) Fixed insurance sales, investment related, same address as branch, since 04/2019, sales of traditional insurance products and fixed annuities through various carriers, 10 hours per month, some during trading hours. 2) Lallatin-Hunter Family Living Trust ; investment-related; home residence in Orem, UT; family trust; trustor; since 11/2019; 1 hour per month, 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-05 |
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