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500 7Th Avenue 9Th Floor, New York, NY 10018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-09 |
| NY | RA | APPROVED | 2021-05-30 |
Branch Locations
500 7Th Avenue 9Th Floor, New York, NY 10018 • United States
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 |
|---|---|---|---|---|
| Stratera Holdings Llc | Dallas | TX | 01/2016 | Present |
| Provasi Capital | Dallas | TX | 01/2016 | 08/2017 |
| Astoria Portfolio Advisors | New York | NY | 09/2017 | Present |
| Astoria Portfolio Advisors Llc | New York | NY | 09/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-12 |
| S66 | Uniform Combined State Law Examination | 2013-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-22 |
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