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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 | 2018-08-22 |
Branch Locations
2506 Galen Drive Suite 104, Champaign, IL 61821 • United States
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2014 | 11/2016 |
| Reutemann Financial Solutions, Inc. | Rockville | MD | 05/2014 | 11/2016 |
| Research Financial Strategies | Urbana | IL | 05/2014 | 11/2016 |
| Triad Advisors, Inc. | Norcross | GA | 11/2016 | 08/2018 |
| Belpointe Asset Management, Llc | Reno | NV | 08/2018 | Present |
1) Sales of fixed insurance products, investment-related, same address as branch, since 1981, sales person, 1 hour per month. 2. Iron Bull Tax Pros, LLC, non-investment related, same address as branch, Tax planning and returns preparation, 8 hours per week total during trading hours, providing return preparations and tax planning to clients by outsourcing services to CPAs.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-09-04 |
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