DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Belpointe Asset Management LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Stephan Allan Colglazier | Sharp Financial independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Sep 3, 2026 | Aug 21, 2026 |
| Aaron T Olson | Purpose Comprehensive Wealth Management, LLC independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Jun 17, 2026 | Jun 17, 2026 |
| Mandisa Renee Landry | Purpose Comprehensive Wealth Management, LLC independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Jun 17, 2026 | Jun 18, 2026 |
| Vincent Dallo | Silver Oak Securities, Inc. BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 7, 2026 | Apr 15, 2026 |
| Dylan Dewitt Sage | Baldwin Wealth Partners, LLC independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Jan 23, 2026 | Jan 20, 2026 |
| Scott Thiel | Cetera Investment Advisers LLC BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 7, 2026 | Jan 6, 2026 |
| Christopher Michael Lamb | LPL Financial LLC BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2025 | Jul 1, 2026 (182 d) |
| Jeredith Marie Nolan | MML Investors Services, LLC BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 26, 2025 | Nov 21, 2025 |
| Nicholas Allan Maloney | MML Investors Services, LLC BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 26, 2025 | Nov 21, 2025 |
| Victoria K Terrazzino | MML Investors Services, LLC BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 21, 2025 | Nov 28, 2025 |
| Brandon James Butler | Cetera Investment Advisers LLC BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 5, 2025 | May 8, 2026 (184 d) |
| Edward Thomas Moore | Mountain Financial Capital unclassified | Belpointe Asset Management LLC independent RIA | Other | Oct 17, 2025 | Jul 15, 2025 |
| Brett Thomas Ciarlo | Integrity Alliance, LLC BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 25, 2025 | Sep 25, 2025 |
| Tobin F Walters | Altfest Personal Wealth Management independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Sep 2, 2025 | Aug 1, 2025 |
| Garrett Thomas Minton | Greenwood Capital Associates, LLC independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Aug 22, 2025 | Sep 8, 2025 |
| Cherry Qian Ohms | Correct Capital Wealth Management, LLC independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | May 13, 2025 | Dec 15, 2025 (216 d) |
| Angelica Vukobratovich | Cetera Investment Advisers LLC BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 1, 2025 | Apr 9, 2025 |
| Liam P Garvey | Cetera Investment Advisers LLC BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 1, 2025 | Apr 1, 2025 |
| Michael Alexander Goldenberg | Cetera Investment Advisers LLC BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 1, 2025 | Apr 1, 2025 |
| Colin Christy Kelty | Cetera Investment Advisers LLC BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 1, 2025 | Jun 13, 2025 (73 d) |
| Yesenia Delgado | Cetera Investment Advisers LLC BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 1, 2025 | Apr 3, 2025 |
| Matthew Paul Butler | Cetera Investment Advisers LLC BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 1, 2025 | Apr 1, 2025 |
| Zach Nugent | Cetera Investment Advisers LLC BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 1, 2025 | Apr 1, 2025 |
| Jon Jakobsen | Cetera Investment Advisers LLC BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 1, 2025 | Apr 1, 2025 |
| Nicolas John Andriotis | Cetera Investment Advisers LLC BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 1, 2025 | Apr 1, 2025 |
| Howard Azer | Palmerston Group Advisors, L.L.C. unclassified | Belpointe Asset Management LLC independent RIA | Other | Mar 21, 2025 | Oct 2, 2024 |
| Peter Stuart Gellman | Palmerston Group Advisors, L.L.C. unclassified | Belpointe Asset Management LLC independent RIA | Other | Mar 21, 2025 | Jan 5, 2024 |
| Michael Van Slyke | Bankers Life Advisory Services, Inc. BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 28, 2025 | Jul 7, 2026 (494 d) |
| Karen Sullivan | Mcadam LLC independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Jan 29, 2025 | Jan 2, 2025 |
| Dee House | Axxcess Wealth Management, LLC independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Jan 15, 2025 | Jan 17, 2025 |
| Michael William Best | Axxcess Wealth Management, LLC independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Jan 15, 2025 | Jan 17, 2025 |
| David Nathan Robert Morgan | Axxcess Wealth Management, LLC independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Jan 15, 2025 | Jan 17, 2025 |
| Gregory Raymond Banner | Axxcess Wealth Management, LLC independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Dec 31, 2024 | Dec 3, 2024 |
| Patricia L Stewart | Axxcess Wealth Management, LLC independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Dec 31, 2024 | Dec 3, 2024 |
| Monica Kristina Szakos | Axxcess Wealth Management, LLC independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Dec 31, 2024 | Dec 3, 2024 |
| Timothy Victor Figueroa | Axxcess Wealth Management, LLC independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Dec 31, 2024 | Mar 3, 2026 (427 d) |
| Martin Charles O'Shaughnessy | Dai Wealth, LLC independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Jun 6, 2024 | Jun 7, 2024 |
| Corby Mitchell Mastalir | Prairie Wealth Advisors, Inc. independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Jun 3, 2024 | Jun 6, 2024 |
| Mark Arnold Dorsett | Arkadios Wealth Advisors BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 30, 2024 | Mar 4, 2026 (673 d) |
| Pamela Jean Zell | Crown Capital Securities, L.P. BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 2, 2024 | Jan 2, 2024 |
| Tiffany Lowe Gilbert | Taverik Capital, LLC asset manager | Belpointe Asset Management LLC independent RIA | Other | Dec 22, 2023 | Jan 2, 2024 |
| Eric Christopher Horn | Crown Capital Securities, L.P. BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 14, 2023 | Dec 7, 2023 |
| Bradley Wilcox | Osaic Wealth, Inc. BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 4, 2023 | Jan 11, 2024 (38 d) |
| Julianna Robinson Peeples | Raymond James Financial Services Advisors, Inc BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 29, 2023 | Mar 7, 2024 (99 d) |
| Stanley Alfred Sakalowski | Osaic Wealth, Inc. BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 17, 2023 | Nov 26, 2023 |
| Benjamin Webb Sabin | MML Investors Services, LLC BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 17, 2023 | Nov 30, 2023 |
| Shawn Michael Zell | Crown Capital Securities, L.P. BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 13, 2023 | Nov 13, 2023 |
| Sachin Madhukar Borde | Premia Global Advisors, LLC independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Oct 12, 2023 | Dec 3, 2023 (52 d) |
| Eric Alexander Cooper | MML Investors Services, LLC BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 17, 2023 | Aug 10, 2023 |
| Adrian Lee Zilvetti | Freedom Wealth Alliance independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Aug 15, 2023 | Aug 9, 2023 |
| Valerie A Schmitz | MML Investors Services, LLC BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 3, 2023 | Aug 2, 2023 |
| Jesus Roberto Torres | Irc Wealth independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Aug 1, 2023 | Jun 5, 2024 (309 d) |
| Jude Richard Kave | Great Valley Advisor Group, LLC independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Apr 28, 2023 | May 26, 2023 |
| Joseph Samuel Cone | LPL Financial LLC BD affiliated | Belpointe Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 25, 2023 | Apr 26, 2023 |
| Cynthia Ann Michael | Tpb Wealth Advisors, LLC independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Feb 15, 2023 | Feb 15, 2023 |
| William John Schmidt | Premier Estate Planners, LLC independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Feb 13, 2023 | Mar 13, 2019 |
| Jonathan Lapp | Wealthcare Advisory Partners LLC independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Dec 22, 2022 | Jan 11, 2023 |
| Lawrence Matthew Knolle | Wealthcare Advisory Partners LLC independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Dec 22, 2022 | Jan 11, 2023 |
| Darren Marc Graff | J.P. Morgan Securities LLC wirehouse | Belpointe Asset Management LLC independent RIA | Wirehouse to independent RIA | Nov 23, 2022 | Nov 7, 2022 |
| Sandra Lynn Crook | Wells Fargo Advisors wirehouse | Belpointe Asset Management LLC independent RIA | Wirehouse to independent RIA | Nov 16, 2022 | Nov 11, 2022 |
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192 moves match.