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Ramona, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-02 |
| WY | RA | APPROVED | 2019-04-22 |
| TX | RA | APPROVED | 2013-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Worthpointe, Llc | Austin | TX | 09/2013 | Present |
| Constitution Wealth Llc | Jackson | WY | 01/2021 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-09 |
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