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228 Hamilton Ave, Palo Alto, CA 94301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stacy T. Turner - Sole Proprietor | Pebble Beach | CA | 03/2013 | 05/2019 |
| The Wealth Mastery, Llc | Palo Alto | CA | 09/2016 | 12/2017 |
| The Wealth Mastery, Llc | Palo Alto | CA | 08/2016 | 02/2019 |
| The Wealth Mastery, Llc | Menlo Park | CA | 04/2022 | Present |
| The Wealth Mastery, Llc | Menlo Park | CA | 12/2021 | Present |
| Stacy T. Turner - Sole Proprietor | Menlo Park | CA | 11/2021 | Present |
| Golden Triangle, Llc | Atlanta | GA | 08/2018 | 02/2019 |
| Student | Sarasota | FL | 03/2020 | 09/2020 |
| Stacy T. Turner Sole Preprietor | Sarasota | FL | 10/2020 | 05/2021 |
| Stacy T. Turner Sole Propretor | Sarasota | CA | 03/2019 | 11/2021 |
Stacy T. Turner, Sole Proprietor; Insurance Sales; Start 11/2021; Investment related; Menlo Park, CA.; Approximately 10% of time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-24 |
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