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832 Camino Del Mar, Suite 4, Del Mar, CA 92014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-25 |
| FL | RA | APPROVED | 2024-10-25 |
| NV | RA | APPROVED | 2024-10-25 |
| OR | RA | APPROVED | 2024-10-25 |
| NY | RA | APPROVED | 2022-11-29 |
| MA | RA | APPROVED | 2021-06-24 |
| IL | RA | APPROVED | 2021-03-23 |
| LA | RA | APPROVED | 2021-03-15 |
| NH | RA | APPROVED | 2021-03-15 |
| WA | RA | APPROVED | 2016-06-21 |
| AZ | RA | APPROVED | 2014-11-05 |
| TX | RA | APPROVED_RES | 1999-04-05 |
Branch Locations
832 Camino Del Mar, Suite 4, Del Mar, CA 92014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weatherly Asset Management | Del Mar | CA | 08/1994 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1989-02-16 |
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