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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 | 2025-01-03 |
| CA | RA | APPROVED | 2023-01-05 |
| NY | RA | APPROVED | 2023-01-05 |
Branch Locations
7 Southside Drive Suite 202, Clifton Park, NY 12065 • United States
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 |
|---|---|---|---|---|
| Citizens Bank | Latham | NY | 02/2016 | 11/2019 |
| Unemployed | Saratoga Springs | NY | 11/2019 | 12/2019 |
| Tarella Financial Group | Saratoga Springs | NY | 01/2019 | 11/2021 |
| Nylife Securities Llc | Latham | NY | 01/2019 | 11/2021 |
| Stansberry Asset Management | Clifton Park | NY | 11/2021 | Present |
NOTARY PUBLIC - START DATE: 01/2017. [[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;31 Hutchens Rd Saratoga Springs NY;04/2016;0 hours per month]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-09 |
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