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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-02 |
Branch Locations
249 Pawling Ave, Hartland, WI 53029 • United States
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Bank | Brookfield | WI | 08/2015 | 11/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2018 | 01/2024 |
| Northwestern Mutual Investment Services Llc | Germantown | WI | 03/2018 | 01/2024 |
| Us Bank | Bayside | WI | 12/2016 | 03/2018 |
| Belpointe Asset Management, Llc | Reno | NV | 01/2024 | Present |
1) MAY EARN COMMISSIONS FROM INSURANCE COMPANIES FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS, INVESTMENT RELATED, SAME ADDRESS AS BRANCH. 2) Father Figures, LLC, residential address, not investment related, podcast for fathers, founder/content creator, start 01/2024, 5 hours per month, 0 during trading hours. 3) Healthful, LLC, residential address, not investment related, lifestyle podcast, co-founder, start 01/2024, 1 hour per month, 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-28 |
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