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Advisor at BELPOINTE ASSET MANAGEMENT LLC
San Diego, CA | 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 | Jan 17, 2025 | n/a | yes | RENO, NV|San Diego, CA | Current employment |
| AXXCESS WEALTH MANAGEMENT, LLC | Independent wealth | Oct 6, 2023 | Jan 15, 2025 | no | CARLSBAD, CA|San Diego, CA | Previous registration |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | May 1, 2014 | Dec 2, 2016 | no | SAN DIEGO, CA | Previous registration |
| ASSET PRESERVATION STRATEGIES, INC. | Former SEC adviser | Aug 10, 2011 | Jul 31, 2012 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | BELPOINTE ASSET MANAGEMENT LLC | Jan 15, 2025 | Jan 17, 2025 | 2 | Firm change | RIA to RIA |
| SECURITIES AMERICA ADVISORS, INC. | AXXCESS WEALTH MANAGEMENT, LLC | Dec 2, 2016 | Oct 6, 2023 | 2,499 | Firm change after gap | Other |
| ASSET PRESERVATION STRATEGIES, INC. | SECURITIES AMERICA ADVISORS, INC. | Jul 31, 2012 | May 1, 2014 | 639 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 164081:143440:CA:2025-01-15 | Jan 15, 2025 | Jan 17, 2025 | CARLSBAD, CA | Firm change |
| 110518:164081:CA:2016-12-02 | Dec 2, 2016 | Oct 6, 2023 | SAN DIEGO, CA | Firm change after gap |