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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-03-13 |
| NM | RA | APPROVED | 2009-12-11 |
Branch Locations
6301 Indian School Rd Ne Suite 500, Albuquerque, NM 87110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc. | Albuquerque | NM | 11/2009 | Present |
| Asset Planning Company | Albuquerque | NM | 10/2010 | 01/2017 |
| Raymond James Financial Services Advisors, Inc | Albuqueque | NM | 11/2009 | Present |
| Asset Planning Company | Albuquerque | NM | 09/2010 | 01/2017 |
(1)Name of Business: Asset Planing Company, LLC. Address: 6301 Indian School Rd NE, STE 500, Albuquerque, NM, 87110, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/26/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the owner of Asset Planning Company, LLC. This is my business that all my business expenses run through. My employees are paid through Asset Planning Company, LLC., too. (2)Name of Business: Zerothreesixty Wealth Partners Address: 6301 Indian School Rd NE, STE 500, Albuquerque, NM, 87110, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/04/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: This is a DBA name
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-20 |
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