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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2024-04-18 |
| TX | RA | APPROVED | 2024-04-17 |
Branch Locations
6301 Indian School Rd Ne Suite 500, Albuquerque, NM 87110 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Albuquerque | NM | 06/2009 | 06/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 06/2017 |
| Wells Fargo Advisors Financial Network, Llc | Albuquerque | NM | 06/2017 | 04/2024 |
| Raymond James Financial Services, Inc. | Albuquerque | NM | 04/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Albuquerque | NM | 04/2024 | Present |
| Acequia Investment Management Corp | Albuquerque | NM | 10/2019 | 03/2025 |
(1) Name of Business: ZeroThreeSixty Wealth Partners Address: 6301 Indian School Rd NE Ste 500, Albuquerque, NM, 87110-8151, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/31/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Member (2) Name of Business: ZeroThreeSixty, LLC Address: 6301 Indian School Rd NE Ste 500, Albuquerque, NM, 87110-8151, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/30/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: 50% member/owner in LLC. This is the legal business structure for our independent practice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-18 |
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