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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 | 2026-06-17 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Weddington, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Menomonee Falls | WI | 03/2012 | 03/2019 |
| Wells Fargo Clearing Services, Llc | Menomonee Falls | WI | 03/2019 | 08/2020 |
| Mutual Advisors, Llc. | Casper | WY | 08/2020 | 01/2021 |
| Purpose Comprehensive Wealth Management | Weddington | NC | 01/2021 | Present |
| Belpointe Asset Management, Llc | Reno | NV | 06/2026 | Present |
Canned Water 4 Kids, non-investment related, 4611 N. 32nd St, Milwaukee, WI 53209, non-profit organization, Board member and CFO, start 2021, 5 hours per month outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-25 |
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