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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 | 2022-06-10 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Rancho Mirage, CA • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Avant Global, Llc | Santa Barbara | CA | 10/2015 | 09/2017 |
| National Wealth Partners, Llc | Las Vegas | NV | 08/2017 | 03/2021 |
| Belpointe Asset Management, Llc | Reno | NV | 03/2021 | Present |
TheMullen6 & Co.; investment-related; Rancho Mirage, CA; investment portfolio construction; instructor; start date 7/1/23; 10 hours per month; 4 hours during securities trading hours; teaching novice stock market investors how to build their own diversified ETF portfolios.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-04 |
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