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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-09-06 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Lafayette, CA • 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 |
|---|---|---|---|---|
| Foresters Equity Services, Inc | Lafayete | CA | 01/2014 | 09/2017 |
| Belpointe Asset Management, Llc | Reno | NV | 09/2017 | Present |
| Ad Banker Llc | Lafayette | CA | 01/2012 | Present |
1). AD BANKER, LLC ;NON- INVST RELATED; 7311 W 132ND ST, STE 180, OVERLAND PARK, KS 66213; LICENSED EDUCATOR; 16 HOURS PER MONTH; STARTED 01/2012 2). DBA: DIRECT LENDERS' INSURANCE SERVICES; 9260 ALCOSTA BLVD, C25A, SAN RAMON, CA 94583; OWNER; INVESTMENT RELATED NON-SECURITIES; 25 HOURS PER WEEK; START DATE: 6/2014; RECRUITING BROKERS WITH REAL ESTATE CONNECTIONS TO WRITE LIFE, DJ, COMMERCIAL ON HARD MONEY LOANS. 3) FIXED INSURANCE SALES, SAME ADDRESS AS BRANCH, INVESTMENT-RELATED, SALES OF INSURANCE PRODUCTS, 80 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-27 |
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