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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-07 |
Branch Locations
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 |
|---|---|---|---|---|
| Bankers Life & Casualty | Syracuse | NY | 10/2014 | 09/2024 |
| Bankers Life Securities | Syracuse | NY | 01/2018 | 09/2024 |
| Bankers Life Advisory Services | Syracuse | NY | 04/2018 | 09/2024 |
| Bankers Life & Casualty | Williamsville | NY | 09/2024 | 02/2025 |
| Bankers Life Advisory Services | Williamsville | NY | 09/2024 | 02/2025 |
| Bankers Life Securities | Williamsville | NY | 09/2024 | 02/2025 |
| Belpointe Asset Management Llc | Reno | NV | 07/2026 | Present |
| Npa Financial, Llc | Amherst | NY | 09/2025 | Present |
| Unemployed | Nedrow | NY | 03/2025 | 08/2025 |
Independent Insurance Agent; Investment related; Residence; Fixed Insurance Sales; Independent Insurance Agent; 10/14/2014, 140 hours per month during trading hours; Selling of Fixed Insurance Products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-04-16 |
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