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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 | 2018-05-16 |
Branch Locations
Seal Beach, CA • United States
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • 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 |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 05/2018 |
| Belpointe Asset Management | Phoenix | AZ | 05/2018 | Present |
1. Sales of fixed insurance products, investment related, same address as branch, sales of fixed insurance products, 10 hours per month during trading. 2. GBJ SCOTT FINANCIAL POSITION: Owner - NATURE: Sole Proprietorship - I00 HOURS: SECURITIES TRADING HOURS: 1 START DATE: 05/31/1987, DBA for insurance and investment advisory business. 3. Tax Master Network, non investment related, 2501 Ranch Road 620 S, Ste 110, Lakeway, TX 78734, fee for providing business planning, business planner in regard to taxes, 20 HOURS per month, consultant 4. AmeriEstate Legal Plan, non investment related, 3525 Hyland Ave #150, Costa Mesa, CA 92626, referral fees for estate and business planning clients, 1 hour per month during business hours, referral source. 5. Integrated Trust Systems, non-investment related, 7373 E. Doubletree Ranch Rd #2, Scottsdale, AZ 85258, referral fees for referring clients to estate planning services platform, referral source, 1 hour per month during trading hours. 6. ValueBuilder System, non-investment related, 1 Yonge St. #1801, Toronto ON M5E1W7, Canada, Business coaching software, start 07/2023, fee received for aiding business owners in implementation of recommendations from software, 10 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-12 |
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