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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 | 2025-12-05 |
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 |
|---|---|---|---|---|
| Patten & Company | Dallas | TX | 06/2018 | 08/2020 |
| Nolan Transportation Group | Dallas | TX | 07/2021 | 02/2022 |
| Stevens Transport | Dallas | TX | 02/2022 | 08/2023 |
| Stansberry Asset Management | Westlake | TX | 08/2023 | Present |
| Auburn University | Auburn | AL | 08/2017 | 06/2021 |
| Highland Park High School | Dallas | TX | 08/2014 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-07 |
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