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Current Employers
Stansberry Asset Management, Llc

1600 Solana Boulevard Building 8 Suite 8100, Westlake, TX 76262 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-02
WA RA APPROVED 2023-01-23
  • TX RA
    APPROVED_RES
    Since 2025-01-02
  • WA RA
    APPROVED
    Since 2023-01-23

Branch Locations

1600 Solana Boulevard Building 8 Suite 8100, Westlake, TX 76262 • United States

Vancouver, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments San Mateo CA 07/2013 07/2021
Prosperity Wealth Planning, Llc Long Beach CA 07/2021 11/2022
Prosperity Wealth Planning Long Beach CA 07/2021 11/2022
Stansberry Asset Management New York NY 11/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-28
S63 Uniform Securities Agent State Law Examination 2008-06-24
  • S65 Uniform Investment Adviser Law Examination
    2013-08-28
  • S63 Uniform Securities Agent State Law Examination
    2008-06-24

View on SEC IAPD

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