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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-01-11 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
254 S. Esbenshade Road, Manheim, PA 17545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Lancaster | PA | 05/2013 | 03/2021 |
| Mml Investors Services Llc | Lancaster | PA | 01/2014 | 03/2021 |
| American Portfolio Financial Services | Lancaster | PA | 03/2021 | 11/2022 |
| Ambassador Advisors Llc | Lancaster | PA | 04/2021 | 11/2022 |
| Wealthcare Advisory Partners Llc Dba Haven Advisory Partners | Manheim | PA | 11/2022 | 12/2022 |
| Belpointe Asset Management, Llc | Reno | NV | 01/2023 | Present |
1.) Haven Financial Advisors, LLC, investment-related, same address as branch, start 01/2023, 160 hours per month, member/owner, DBA used for investment advisory and insurance business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-30 |
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