Inactive

Corey Bryant Long

True North Advisors, LLC

Claim This Profile

Current Employers

True North Advisors, Llc

3131 Turtle Creek Suite 1300, Dallas, TX 75219 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-09-17

TX RA
APPROVED

Since 2024-09-17

Branch Locations

12707 Nutty Brown Road Suite A15, Austin, TX 78737 • United States

3131 Turtle Creek Suite 1300, Dallas, TX 75219 • 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

Organization	City	State	From	To
Raub Brock Capital Management	Larkspur	CA	03/2015	04/2018
Polaris Wealth Advisory Group	San Rafael	CA	04/2018	12/2020
Clear Rock Advisors, Llc	Austin	TX	12/2020	09/2024
True North Advisors, Llc	Dallas	TX	09/2024	Present

03/2015 → 04/2018

Raub Brock Capital Management

Larkspur, CA
04/2018 → 12/2020

Polaris Wealth Advisory Group

San Rafael, CA
12/2020 → 09/2024

Clear Rock Advisors, Llc

Austin, TX
09/2024 → Present

True North Advisors, Llc

Dallas, TX

Previous Registrations

2020-12-22 → 2024-09-17

Clear Rock Advisors, Llc

Kerrville, TX

Austin, TX
2018-04-24 → 2020-12-23

Polaris Wealth Advisory Group

San Rafael, CA
2015-03-10 → 2018-04-23

Raub Brock Capital Management, Lp

Larkspur, CA
2010-12-22 → 2015-03-12

Strategic Advisers Llc

San Francisco, CA

The Woodlands, TX

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2004-11-22

S63 Uniform Securities Agent State Law Examination

2004-11-22

Designations

Other Names

Corey Bryant Long
Corey Bryant Long

View on SEC IAPD

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor