| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Senior Wealth Advisor |
Belpointe Wealth Management |
125 Greenwich Ave, Greenwich CT 06830 |
Jan 2017–Present |
4 yrs 4 mos |
| 2 |
Investment Advisor Representative |
The Patriot Financial Group / Alpha Partners Advisory |
Bolton, CT |
Sep 2014–Jan 2017 |
2 yrs 5 mos |
| 3 |
Registered Representative |
LPL Financial, LLC |
|
Feb 2014–Jan 2017 |
3 yrs |
| 4 |
Financial Services Represntative |
MetLife Securities Inc. |
|
Jun 2009–Feb 2014 |
4 yrs 9 mos |
| 5 |
Seurities Trader |
Self Employed |
|
Sep 2000–Jun 2009 |
8 yrs 10 mos |