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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 | 2024-12-03 |
Branch Locations
5060 Shoreham Place, Suite 320, San Diego, CA 92122 • 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 |
|---|---|---|---|---|
| Asset Preservation Strategies | San Diego | CA | 05/1993 | 11/2016 |
| Securities America, Inc. | San Diego | CA | 08/2008 | 11/2016 |
| Securities America Advisors | San Diego | CA | 06/2012 | 11/2016 |
| Business And Family Transitions, Llc | San Diego | CA | 01/2013 | 12/2022 |
| Axxcess Wealth Management, Llc | San Diego | CA | 11/2016 | 12/2024 |
| Arete Wealth Management Llc | Chicago | IL | 11/2016 | 03/2020 |
| Belpointe Asset Management, Llc | Reno | NV | 12/2024 | Present |
[1] ASSET PRESERVATION STRATEGIES INC; INVESTMENT RELATED; 3636 NOBEL DR #440 SAN DIEGO CA 92122; D/B/A FOR INVESTMENT ADVISORY AND INSURANCE; PARTNER; START DATE AS D/B/A 11/2016; 160 HOURS/MONTH/DURING SECURITIES TRADING HOURS; FINANCIAL ADVISING. [2] INSURANCE SALES: NOT INVESTMENT RELATED; 3636 NOBEL DR #440 SAN DIEGO CA 92122; FIXED INSURANCE PRODUCTS; AGENT; START DATE 09/1995; 5 HOURS/MONTH; 5 HOURS/MONTH DURING SECURITIES TRADING HOURS. [3] REAL ESTATE; INVESTMENT RELATED; SAN DIEGO CA; REAL ESTATE; LICENSED REAL ESTATE AGENT; START DATE 02/2022; 1 HOUR/MONTH; 0 HOURS/MONTH DURING SECURITIES TRADING HOURS; TRANSACT REAL ESTATE DEALS. [4] GREG BANNER PHOTOGRAPHY, NON-INVESTMENT RELATED; RESIDENTAIL, PHOTOGRAPHER, START DATE 01/1987; 10 HOUR/MONTH; 0 HOURS DURING TRADING HOURS. [5] FOUNDERS GROUP, INVESTMENT RELATED, 5060 SHOREHAM PLACE SAN DIEGO, CA , COUNSELING TO FAMILY OFFICES WITH JOE STAZZERI, SECOND CHAIR, START DATE 01/2026, 48 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-04 |
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