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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 |
| NY | RA | APPROVED | 2023-10-17 |
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 |
|---|---|---|---|---|
| Stansberry Asset Managment | Clifton Park | NY | 02/2022 | Present |
| Trustco Bank | Schenectady | NY | 10/2018 | 02/2022 |
| Retirement Planning Group, Llc | Saratoga Springs | NY | 05/2017 | 08/2017 |
| Janitroncs | Malta | NY | 05/2015 | 05/2017 |
| Syracuse University | Syracuse | NY | 08/2017 | 10/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-17 |
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