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Advisor at STANSBERRY ASSET MANAGEMENT, LLC
WESTLAKE, TX | Vancouver, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| STANSBERRY ASSET MANAGEMENT, LLC | Independent wealth | Jan 23, 2023 | n/a | yes | WESTLAKE, TX|Vancouver, WA | Current employment |
| PROSPERITY WEALTH PLANNING LLC | Independent wealth | Aug 12, 2021 | Nov 15, 2022 | no | IRVINE, CA | Previous registration |
| FISHER INVESTMENTS | Independent wealth | Aug 29, 2013 | Aug 10, 2021 | no | SAN MATEO, CA|PLANO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PROSPERITY WEALTH PLANNING LLC | STANSBERRY ASSET MANAGEMENT, LLC | Nov 15, 2022 | Jan 23, 2023 | 69 | Firm change | RIA to RIA |
| FISHER INVESTMENTS | PROSPERITY WEALTH PLANNING LLC | Aug 10, 2021 | Aug 12, 2021 | 2 | Firm change | RIA to new firm |