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Advisor at BELPOINTE ASSET MANAGEMENT LLC
New York, NY | RENO, NV
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 | Mar 3, 2026 | n/a | yes | New York, NY|RENO, NV | Current employment |
| AXXCESS WEALTH MANAGEMENT, LLC | Independent wealth | Jan 4, 2022 | Dec 31, 2024 | no | CARLSBAD, CA|Santa Barbara, CA|Santa Barbara, CA|Santa Barbara, CA | Previous registration |
| AXXCESS WEALTH MANAGEMENT, LLC | Independent wealth | Apr 17, 2020 | Dec 31, 2021 | no | CARLSBAD, CA|Santa Barbara, CA | Previous registration |
| DANIEL INVESTMENT ASSOCIATES, LLC | Independent wealth | Sep 23, 2019 | Dec 21, 2020 | no | Santa Barbara, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | BELPOINTE ASSET MANAGEMENT LLC | Dec 31, 2024 | Mar 3, 2026 | 427 | Firm change after gap | RIA to RIA |
| DANIEL INVESTMENT ASSOCIATES, LLC | AXXCESS WEALTH MANAGEMENT, LLC | Dec 21, 2020 | Apr 17, 2020 | -248 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 164081:143440:CA:2024-12-31 | Dec 31, 2024 | Mar 3, 2026 | SANTA BARBARA, CA | Firm change after gap |
| 157284:164081:CA:2020-12-21 | Dec 21, 2020 | Apr 17, 2020 | SANTA BARBARA, CA | Firm change after gap |