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Advisor at BELPOINTE ASSET MANAGEMENT LLC
RENO, NV | Sodus, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BELPOINTE ASSET MANAGEMENT LLC | Independent wealth | May 8, 2026 | n/a | yes | RENO, NV|Sodus, NY | Current employment |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Mar 21, 2024 | Nov 5, 2025 | no | WEBSTER, NY|SODUS, NY | Previous registration |
| BRIGHT FUTURES WEALTH MANAGEMENT, LLC | Independent wealth | Aug 31, 2023 | Apr 21, 2026 | no | Rochester, NY|WEBSTER, NY | Previous registration |
| CETERA ADVISORS LLC | Former SEC adviser | Jul 17, 2023 | Mar 21, 2024 | no | WEBSTER, NY|SODUS, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BRIGHT FUTURES WEALTH MANAGEMENT, LLC | CETERA INVESTMENT ADVISERS LLC | Apr 21, 2026 | Mar 21, 2024 | -761 | Firm change after gap | RIA to ibd |
| CETERA INVESTMENT ADVISERS LLC | BELPOINTE ASSET MANAGEMENT LLC | Nov 5, 2025 | May 8, 2026 | 184 | Firm change | Ibd to RIA |
| CETERA ADVISORS LLC | BRIGHT FUTURES WEALTH MANAGEMENT, LLC | Mar 21, 2024 | Aug 31, 2023 | -203 | Firm change after gap | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 284920:105644:NY:2026-04-21 | Apr 21, 2026 | Mar 21, 2024 | WEBSTER, NY | Firm change after gap |
| 10299:284920:NY:2024-03-21 | Mar 21, 2024 | Aug 31, 2023 | SODUS, NY | Firm change after gap |