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Advisor at BELPOINTE ASSET MANAGEMENT LLC
Jacksonville, AL | 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 | May 19, 2016 | n/a | yes | Jacksonville, AL|RENO, NV | Current employment |
| CHITWOOD-LINDBERG WEALTH MANAGEMENT | Former SEC adviser | May 14, 2014 | May 9, 2016 | no | BIRMINGHAM, AL | Previous registration |
| CUNA BROKERAGE SERVICES, INC. | Former SEC adviser | Aug 6, 2012 | Feb 6, 2014 | no | WAVERLY, IA|BYNUM, AL|WAVERLY, IA|OXFORD, AL | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Apr 17, 2012 | Jul 27, 2012 | no | Birmingham, AL | Previous registration |
| STERNE AGEE ASSET MANAGEMENT, INC. | Former SEC adviser | Feb 18, 2009 | Nov 17, 2009 | no | BIRMINGHAM, AL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Oct 2, 2007 | Dec 20, 2007 | no | GADSEN, AL|GADSDEN, AL|GADSDEN, AL|RAINBOW CITY, AL|BIRMINGHAM, AL|ATTALLA, AL | Previous registration |
| A. G. EDWARDS & SONS, INC. | n/a | Jul 7, 1999 | Nov 5, 2003 | no | GADSDEN, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHITWOOD-LINDBERG WEALTH MANAGEMENT | BELPOINTE ASSET MANAGEMENT LLC | May 9, 2016 | May 19, 2016 | 10 | Firm change | Other |
| CUNA BROKERAGE SERVICES, INC. | CHITWOOD-LINDBERG WEALTH MANAGEMENT | Feb 6, 2014 | May 14, 2014 | 97 | Firm change | Other |
| MML INVESTORS SERVICES, LLC | CUNA BROKERAGE SERVICES, INC. | Jul 27, 2012 | Aug 6, 2012 | 10 | Firm change | Other |
| STERNE AGEE ASSET MANAGEMENT, INC. | MML INVESTORS SERVICES, LLC | Nov 17, 2009 | Apr 17, 2012 | 882 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | STERNE AGEE ASSET MANAGEMENT, INC. | Dec 20, 2007 | Feb 18, 2009 | 426 | Firm change after gap | Other |
| A. G. EDWARDS & SONS, INC. | WELLS FARGO ADVISORS | Nov 5, 2003 | Oct 2, 2007 | 1,427 | Firm change after gap | Other |