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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-18 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Belpointe Asset Management, Llc | Reno | NV | 05/2026 | Present |
| Wells Fargo Advisors, Llc, | Charlotte | NC | 09/2014 | 11/2016 |
| Wells Fargo Bank Na | Charlotte | NC | 10/2012 | 11/2022 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 11/2022 |
| Purpose Comprehensive Wealth Management, Llc | Matthews | NC | 12/2023 | 05/2026 |
| Unemployed | Matthews | NC | 12/2022 | 11/2023 |
INSURANCE AGENT- INVESTMENT RELATED-AT REPORTED BUSINESS LOCATION(S), INSURANCE SALES, AGENT, 2021, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS INSIGHTFUL COMPREHENSIVE WEALTH MANAGEMENT, INVESTMENT RELATED, MATTHEWS, NC, OWNER, 12/05/2023, DEVOTES 0 HOURS A MONTH TO THIS ACCTIVITY AND NO TIME DURING TRADING HOURS, TAX ENTITY FOR INVESTMENT REVENUES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-10 |
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