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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-10-16 |
| NM | RA | APPROVED | 2009-06-22 |
Branch Locations
4101 Coors Blvd Nw, Ste B, Albuquerque, NM 87120 • United States
6301 Indian School Rd. Ne Ste 900, Albuquerque, NM 87110 • United States
111 Rio Rancho Blvd Ne Ste 112, Rio Rancho, NM 87124 • United States
6440 Gibson Blvd Se Kirtland Financial Services, Albuquerque, NM 87108 • United States
10200 Corrales Rd Nw, Albuquerque, NM 87114 • United States
8900 Montgomery Blvd Ne, Albuquerque, NM 87111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kirtland Federal Credit Union | Albuquerque | NM | 05/2009 | Present |
| Lpl Financial Llc | Albuquerque | NM | 06/2009 | Present |
1) 2010-05-24 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Kirtland Financial services / - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2010-05-17 - hrs/mth - hrs/mth during trading 2) 2026-05-08 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - TerraVista Wealth Partners / Wealth Management - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-04-30 - 80hrs/mth - 80hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-16 |
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