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RIA / WealthAdvisor13 years in industry

Diana Elizabeth Hunter

Advisor at BELPOINTE ASSET MANAGEMENT LLC

Orem, UT | RENO, NV

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Search this name across graphsid dfx:ria:d45493ff-c48f-90bb-5ec6-41106770f919

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 11, 2014 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BELPOINTE ASSET MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 5, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jul 5, 2013
First registration: Jun 11, 2014
Dual registered: no
IAPD individual key: 6186947

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BELPOINTE ASSET MANAGEMENT LLC	Independent wealth	Jan 25, 2021	n/a	yes	RENO, NV\|Orem, UT	Current employment
AMERITAS ADVISORY SERVICES	Former SEC adviser	Apr 26, 2019	Jan 15, 2021	no	Provo, UT\|Glendale, AZ\|Orem, UT\|Freeport, NY\|Glendale, AZ	Previous registration
CORECAP ADVISORS	Bd affiliated wealth	Nov 18, 2014	Apr 25, 2019	no	PROVO, UT\|SOUTHFIELD, MI\|Oren, UT	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Jun 11, 2014	Nov 12, 2014	no	OREM, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERITAS ADVISORY SERVICES	BELPOINTE ASSET MANAGEMENT LLC	Jan 15, 2021	Jan 25, 2021	10	Firm change	RIA to RIA
CORECAP ADVISORS	AMERITAS ADVISORY SERVICES	Apr 25, 2019	Apr 26, 2019	1	Firm change	Ibd to ibd
TRANSAMERICA FINANCIAL ADVISORS, LLC	CORECAP ADVISORS	Nov 12, 2014	Nov 18, 2014	6	Firm change	Other

Relationships

Registered with (4)

→ BELPOINTE ASSET MANAGEMENT LLCRegistered adviserregistration: current employment
Jan 25, 2021 to presentfactForm ADV
→ AMERITAS ADVISORY SERVICESRegistered adviserregistration: previous registration
Apr 26, 2019 to Jan 15, 2021factForm ADV
→ CORECAP ADVISORSRegistered adviserregistration: previous registration
Nov 18, 2014 to Apr 25, 2019factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 11, 2014 to Nov 12, 2014factForm ADV

Dated events

No dated event names this entity yet.