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Advisor at STRATEGIC PORTFOLIO SOLUTIONS, LLC
DALLAS, TX | Glendale, AZ
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 |
|---|---|---|---|---|---|---|
| STRATEGIC PORTFOLIO SOLUTIONS, LLC | Independent wealth | Feb 16, 2024 | n/a | yes | Glendale, AZ|DALLAS, TX | Current employment |
| BELPOINTE ASSET MANAGEMENT LLC | Independent wealth | Nov 21, 2016 | Jan 2, 2024 | no | Charlotte, NC|RENO, NV | Previous registration |
| CROWN CAPITAL SECURITIES, L.P. | Former SEC adviser | Aug 21, 2014 | Nov 23, 2016 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BELPOINTE ASSET MANAGEMENT LLC | STRATEGIC PORTFOLIO SOLUTIONS, LLC | Jan 2, 2024 | Feb 16, 2024 | 45 | Firm change | RIA to RIA |
| CROWN CAPITAL SECURITIES, L.P. | BELPOINTE ASSET MANAGEMENT LLC | Nov 23, 2016 | Nov 21, 2016 | -2 | Firm change | Other |