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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 | 2023-01-19 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
115 S. 84Th Street, Suite 275, Milwaukee, WI 53214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various School Districts | Cedarburg | WI | 08/2007 | 05/2022 |
| Sangwin Investments | Milwaukee | WI | 08/2022 | Present |
| Belpointe Asset Management, Llc | Reno | NV | 01/2023 | Present |
1. Independent Bancorp., Limited (Holding Company for BLC Community Bank); Investment related; 206 E Main St Little Chute, Wisconsin, 54140-0028; Community Bank; Silent Owner; Start Date 02/2025; 0 hours per month; Shareholder of private bank stock 2. Trading Edge Capital LP, LLC, investment related, start date 09/2025, 511 N BROADWAY, STE 1100, Milwaukee, WI 53202, Private Fund, portfolio manager for the fund, 20 hours per month during trading hours. 3. Trading Edge Holdco LLC, investment related, state date 9/2025, 511 N BROADWAY, STE 1100, Milwaukee, WI 53202, general partner and owner of Trading Edge Capital GP LLC, member and minority owner, 2 hours per month during trading hours. 4. Trading Edge Capital GP, LLC, investment related, start date 9/2025, 1209 ORANGE ST, Wilmington, DE 19801, general partnership for a private fund, member and minority owner of Trading Edge Holdco LLC, who owns the private fund, 2 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-09 |
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