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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-11-20 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
249 Pawling Ave, Hartland, WI 53029 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Milwaukee | WI | 08/2014 | 03/2017 |
| Mml Investors Services, Llc | Wauwatosa | WI | 03/2017 | 06/2022 |
| Massmutual Life Insurance Co | Wauwatosa | WI | 07/2016 | 06/2022 |
| Mutual Of America | Milwaukee | WI | 06/2022 | 10/2024 |
| Ej Logistics Llc | Greenfield | WI | 05/2021 | Present |
| Ameripro Roofing | Brookfield | WI | 11/2024 | 06/2025 |
| Belpointe Asset Management, Llc | Reno | NV | 10/2025 | Present |
1) Home of Hope - Treasurer. Home of Hope will be a non-profit transitional facility for sex traffic victims to get them the resources they need in a safe environment before integrating back into society. Start 3/2022. 9601 W. Vera Ave. Milwaukee, WI 53224. Non-Investment related. 9 hours per month to this outside business activity; with 0 hours devoted during securities trading hours. 2) EJ Logistics LLC - Co-Owner. EJ logistics is an over the road trucking business. Greenfield, WI, Non- Investment related. Start date 5/2021. 3 hours per month to this outside business activity; with 0 hours devoted during securities trading hours. 3) Greenfield Board of Review, not investment related, 7325 W. Forest Home Avenue, Greenfield, WI 53220, start 02/2024, local municipality board to review property assessments, 2 hours per month outside of trading hours. 4) Fixed insurance sales, investment related, same address, start 10/2013, sales of fixed insurance products, 1 hour during trading hours. 5) Jarret & Co LLC, investment related, same address, holding company for advisory and insurance fees, owner, start 11/2025, 2 hour during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-17 |
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