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1600 Solana Boulevard Building 8 Suite 8100, Westlake, TX 76262 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-11 |
| CA | RA | APPROVED | 2026-01-20 |
| MD | RA | APPROVED | 2026-01-20 |
| TX | RA | APPROVED_RES | 2025-01-02 |
| NY | RA | APPROVED | 2022-10-19 |
Branch Locations
1600 Solana Boulevard Building 8 Suite 8100, Westlake, TX 76262 • United States
Towson, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stansberry Asset Management, Llc | New York | NY | 06/2021 | Present |
| Stansberry & Associates Investment Research, Llc | Baltimore | MD | 09/2017 | 06/2021 |
| D.F. Dent & Company | Baltimore | MD | 09/2013 | 09/2017 |
| Re-Occur Capital Management | Westlake | TX | 09/2025 | Present |
Chief Investment Officer of Stansberry Asset Management CRD 282103 an SEC Registered Investment Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-19 |
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