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Current Employers
Belpointe Asset Management Llc

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-09-06
  • CA RA
    APPROVED
    Since 2017-09-06

Branch Locations

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States

Lafayette, CA • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2014 → 09/2017
    Foresters Equity Services, Inc
    Lafayete, CA
  • 09/2017 → Present
    Reno, NV
  • 01/2012 → Present
    Ad Banker Llc
    Lafayette, CA
Previous Registrations
  • 2014-01-30 → 2017-08-29
    Foresters Equity Services, Inc.
    Lafayette, CA
    Pittsburg, CA
  • 2012-07-19 → 2013-05-24
    San Mateo, CA
  • 2008-12-03 → 2010-11-08
    Cuso Financial Services, L.P.
    Castro Valley, CA
    San Leandro, CA
    Hayward, CA
    Fremont, CA
    Pleasanton, CA
    Union City, CA
    Fremont, CA
  • 2007-12-12 → 2008-12-01
    Wells Fargo Investments, Llc
    Walnut Creek, CA
    Hayward, CA
  • 2007-01-31 → 2007-10-01
    Pension Planners Securities, Inc.
    San Jose, CA
  • 2000-12-11 → 2002-09-12
    Banc Of America Investment Services, Inc.
    Berkeley, CA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-04-27
  • S66 Uniform Combined State Law Examination
    2000-04-27
Other Names
  • Ken Quiat
  • Kenny Quiat

View on SEC IAPD

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