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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-05-29 |
Branch Locations
90 Stiles Road Suite 210, Salem, NH 03079 • 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 |
|---|---|---|---|---|
| Arcturus Int | Somerville | MA | 01/2020 | 08/2021 |
| Cityvue | London | 08/2021 | 11/2023 | |
| Indeed Inc | Austin | TX | 01/2022 | 07/2024 |
| Area9 | Boston | MA | 01/2018 | 01/2020 |
| Apple Inc | Boston | MA | 01/2014 | 01/2018 |
| Northwestern Mutual Investment Services Llc | Manchester | NH | 12/2024 | 05/2025 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2024 | 05/2025 |
| Belpointe Asset Management, Llc | Reno | NV | 05/2025 | Present |
1. Outside Perspective, non-investment related, 37 Greenwoods Rd New Hartford, CT 06057, non-profit organization, board of directors, start 03/2022, less than 1 hour per month. 2. Fixed insurance sales, investment-related, same address as branch, sales of fixed insurance products, start 06/2024, 1 hour per month. 3. Navira, Inc., non-investment related, same address as branch, tax strategy organization for small business owners, start 05/2025, certified tax advisor and owner, 20 hours per month during trading hours. 4. JMGMT, LLC, investment related, same address as branch, rental residential properties, start 05/2025, manager/landlord, 1 hour per month after trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-30 |
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