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1600 Solana Boulevard Building 8 Suite 8100, Westlake, TX 76262 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-02 |
| CA | RA | APPROVED | 2023-01-16 |
Branch Locations
Two Embarcadero Center 8Th Floor, San Francisco, CA 94111 • United States
1600 Solana Boulevard Building 8 Suite 8100, Westlake, TX 76262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lord, Abbett Distributor, Llc | Jersey City | NJ | 03/2014 | 08/2017 |
| E*Trade Securities Llc | San Francisco | CA | 10/2017 | 05/2019 |
| E*Trade Capital Management Llc | San Francisco | CA | 10/2017 | 05/2019 |
| Stansberry Asset Management | San Mateo | CA | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-14 |
| S66 | Uniform Combined State Law Examination | 2006-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-28 |
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