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Gary Gene Ward

Belpointe Asset Management LLC

Enid, OK

Reno, NV

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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
OK RA APPROVED 2017-06-08
  • OK RA
    APPROVED
    Since 2017-06-08

Branch Locations

Enid, OK • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sole Proprietor Enid OK 04/1990 06/2017
Voya Financial Advisors, Inc. Des Moines IA 03/1995 05/2017
Northwest Wealth Management, Llc Enid OK 05/2017 06/2017
Belpointe Asset Management, Llc Reno NV 06/2017 Present
Belpointe Insurance, Llc Greenwich CT 06/2017 12/2023
Previous Registrations
  • 2017-05-18 → 2017-06-06
    Northwest Wealth Management, Llc
    Enid, OK
  • 2016-03-18 → 2017-05-05
    Voya Financial Advisors, Inc.
    Norman, OK
    Enid, OK
Other Businesses

FIXED INSURANCE SALES, INVESTMENT RELATED, SAME ADDRESS AS BRANCH, FIXED INSURANCE SALES, SINCE 6/2017 INSURANCE PRODUCER, APPROX 10 HOURS PER MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-25
S63 Uniform Securities Agent State Law Examination 1987-07-16
  • S65 Uniform Investment Adviser Law Examination
    2015-06-25
  • S63 Uniform Securities Agent State Law Examination
    1987-07-16

View on SEC IAPD

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