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Advisor at BELPOINTE ASSET MANAGEMENT LLC
RENO, NV | Superior, WI
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 | Dec 3, 2015 | n/a | yes | Superior, WI|RENO, NV | Current employment |
| TUTTLE CAPITAL MANAGEMENT, LLC | Asset manager | Sep 26, 2014 | Mar 30, 2016 | no | SUPERIOR, WI|RIVERSIDE, CT | Previous registration |
| TUTTLE WEALTH MANAGEMENT, LLC | Former SEC adviser | Aug 6, 2012 | Mar 31, 2018 | no | SUPERIOR, WI|SUPERIOR, WI | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jul 17, 2007 | Sep 21, 2010 | no | BLOOMINGTON, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TUTTLE WEALTH MANAGEMENT, LLC | TUTTLE CAPITAL MANAGEMENT, LLC | Mar 31, 2018 | Sep 26, 2014 | -1,282 | Firm change after gap | Other |
| TUTTLE CAPITAL MANAGEMENT, LLC | BELPOINTE ASSET MANAGEMENT LLC | Mar 30, 2016 | Dec 3, 2015 | -118 | Firm change after gap | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | TUTTLE WEALTH MANAGEMENT, LLC | Sep 21, 2010 | Aug 6, 2012 | 685 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 164937:143440:CT:2016-03-30 | Mar 30, 2016 | Dec 3, 2015 | RIVERSIDE, CT | Firm change after gap |