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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 | 2022-12-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Td Ameritrade | San Mateo | CA | 04/2016 | 04/2017 |
| Stansberry Asset Management | San Mateo | CA | 04/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-01-05 |
| S65 | Uniform Investment Adviser Law Examination | 2011-09-13 |
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