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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-01 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
1220 Kensington Road Suite 220, Oak Brook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 09/2022 | 09/2023 |
| Chicago Public Schools | Chicago | IL | 08/2015 | 09/2022 |
| Afin Family Wealth Management | Oakbrook | IL | 09/2023 | Present |
| Cetera Investment Services Llc | St.CLoud | MN | 09/2023 | 04/2025 |
| Cetera Investment Advisers Llc | Oakbrook | IL | 09/2023 | 04/2025 |
| Belpointe Asset Management Llc | Reno | NV | 04/2025 | Present |
1) INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; 1220 KENSINGTON RD SUITE 220 OAK BROOK, IL 60523; SELLING FIXED INSURANCE PRODUCTS; 2 HOURS A MONTH DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-09 |
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