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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_RES | 2025-01-02 |
| CA | RA | APPROVED | 2022-12-05 |
Branch Locations
1600 Solana Boulevard Building 8 Suite 8100, Westlake, TX 76262 • United States
San Bruno, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Jhfn | Redwood City | CA | 05/2016 | 07/2017 |
| Rental Properties - Self | San Bruno | CA | 08/2017 | 04/2018 |
| Stansberry Asset Management | San Mateo | CA | 05/2018 | Present |
Rental property owner, San Bruno, CA 94066, START 10/1/2009, 2 hrs per mo and 0 trading hrs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-03 |
| S66 | Uniform Combined State Law Examination | 2007-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-24 |
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