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Tampa, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-10-03 |
Branch Locations
Washington, DC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Praetorian Guard | Carmel | CA | 08/2015 | 09/2022 |
| Upper Left Wealth Management, Llc | Tampa | FL | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-01 |
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