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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-05-20 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Seekonk, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co Inc | Providence | RI | 10/2014 | 11/2016 |
| Mass Mutual Life Insurance Company | Norwood | MA | 09/2017 | Present |
| Mml Investors Services | Norwood | MA | 12/2017 | 04/2020 |
| Embrace Home Loans | Middletown | RI | 11/2016 | 11/2017 |
| Belpointe Asset Management, Llc | Reno | NV | 04/2020 | Present |
| Apercu Business Advisors | Seekonk | MA | 06/2020 | Present |
1. Apercu Business Advisors, LLC, investment related, 119 Dexter Lane, Rochester, MA , Business Valuation Firm and Tax Preparation, Owner/Consultant since 3/23/2020, approximately 20 hours per month, none during trading hours, Review and determine firm valuations. 2.Mass Mutual Executive Benefits Plan, investment related 1295 State Street, Springfield MA 01111, Executive Benefit Plans, Agent since 9/2017, 5 hours per week, some trading hours. 3. Fixed insurance sales, investment related, residential address, Insurance Sales, Producer since 4/2020, approximately 20 hours per month, some trading hours. 4. Ice Hockey Official, non investment related, 100 Chelsea Drive Seekonk, MA 02771, Officiating ice hockey from U8+ (including prep school), Ice Hockey Official, Start Date 11/03/2024, 20 Hours per month, 2 hours during trading hours. 5. Harbour Master Management Group LLC, non investment related, 119 Dexter Lane Rochester, MA, Property Management, Consultant, Start Date 03/2025, 2 hours per month, none during trading hours. 6. Somerset Federal Credit Union, investment related, 740 County Street Somerset, MA 02777, credit union, member of Board of Directors, Start Date 06/2026, 2 hours per month, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-17 |
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