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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-01-09 |
| TX | RA | APPROVED_RES | 2025-01-09 |
Branch Locations
1 E Liberty St #406, Reno, NV 89501 • United States
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
1 East Liberty Street, Suite 406, Reno, NV 89501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2017-01-20 |
Branch Locations
1 East Liberty Street, Suite 406, Reno, NV 89501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ancora West Advisors Dba Universal Value Advisors | Reno | NV | 11/2005 | Present |
| Fourstar Wealth Advisors, Llc | Chicago | IL | 02/2019 | 06/2023 |
| Csaa Insurance Co. | Walnut Creek | CA | 01/2000 | 01/2021 |
| Aaa No California, Nv, Ut | Walnut Creek | CA | 01/2000 | 01/2022 |
| Allied Mineral Products | Columbus | OH | 01/2001 | Present |
| Farther Finance Advisors | Reno | NV | 06/2023 | 12/2024 |
| Savvy | Reno | NV | 12/2024 | Present |
Name of Business: Allied Mineral Products Address: 1 E. Liberty Street, # 406, Reno, NV 89501 Investment Related: No Nature of other Business: Refractory Position/Title: Director State date: 2001 Hours/month devoted to to other business: 10 # of hours during security trading hours: 0 Duties: Board of Director Responsibilities Name of Business: Universal Value Advisors Address: 1 E. Liberty Street, # 406, Reno, NV 89501 Investment Related: Yes Nature of other Business: Investment Management Position/Title: Partner State date: 2017
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-05 |
| S66 | Uniform Combined State Law Examination | 2000-05-11 |
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