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Carl M Alongi

Redw Wealth LLC

Albuquerque, NM

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Current Employers
Redw Wealth Llc

8801 Horizon Blvd Ne, Suite 401, Albuquerque, NM 87113 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2010-01-15
NM RA APPROVED 2009-11-18
  • AZ RA
    APPROVED
    Since 2010-01-15
  • NM RA
    APPROVED
    Since 2009-11-18

Branch Locations

8801 Horizon Blvd Ne, Suite 401, Albuquerque, NM 87113 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Redw Wealth (Formerly Redw Stanley Financial Advisors) Albuquerque NM 07/2009 Present
  • 07/2009 → Present
    Redw Wealth (Formerly Redw Stanley Financial Advisors)
    Albuquerque, NM
Previous Registrations
  • 2004-06-23 → 2009-12-09
    Cpa Wealth Advisors Llc
    Albuquerque, NM
  • 2003-03-12 → 2005-01-21
    1St Global Advisors Inc
    Albuquerque, NM
Other Businesses

- CPA MUTUAL INS. Holding CO., NON-INVSTMT., ALACHUA FL, MEMBER OF THE BOARD, STARTED 2000. Currently in Liquidation stage/ Occasional Telephonic Meeting - TITAN REAL ESTATE DEVELOPMENT FUND I, II, III 6300 RIVERSIDE PLAZA, ALBUQUERQUE NM 87120, MEMBER OF ADVISORY BOARD, 1 DAY Semi-Annual MEETINGS for each fund.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-05-24
  • S66 Uniform Combined State Law Examination
    2002-05-24
Designations

View on SEC IAPD

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