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1525 Mccarthy Blvd Suite 1083, Milpitas, CA 95035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-20 |
| CA | RA | APPROVED | 2013-05-07 |
Branch Locations
1525 Mccarthy Blvd, Suite 1083, Milpitas, CA 95035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Assets Investment Advisors Llc | Milpitas | CA | 04/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-06 |
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