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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-01-11 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
256 S. Esbenshade Road, Manheim, PA 17545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ups | Lancaster | PA | 10/2016 | 02/2017 |
| Ambassador Advisors | Lancaster | PA | 02/2017 | 11/2022 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 02/2017 | 08/2019 |
| American Portfolios Financial Services, Inc. | Hollbrook | NY | 08/2019 | 11/2022 |
| Wealthcare Advisory Partners Llc Dba Haven Advisory Partners | Manheim | PA | 11/2022 | 12/2022 |
| Belpointe Asset Management, Llc | Reno | NV | 01/2023 | Present |
1. INSURANCE AGENT. INVESTMENT-RELATED, SAME ADDRESS AS BRANCH, FIXED INSURANCE SALES. CLIENT RELATIONSHIP MANAGER. 10 HOURS DEVOTED PER MONTH, 10 HOURS DURING MARKET HOURS. 2. Haven Financial, LLC DBA Haven Advisory Partners, investment related, same address as branch, since 10/2022, DBA name for insurance and investment advisory practice, member/owner, 160 hours/month. 3. Rental Properties, Lancaster, PA, non-investment related, since 2020, owns and manages rental properties for residential tenants. 4. Builders Specialty Services, non-investment related, 37 S. Wilson Ave, Elizabethtown, PA 17022, specialty construction company, start 07/2024, part owner, 80 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-01 |
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