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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2023-09-19 |
| TX | RA | APPROVED | 2023-09-18 |
Branch Locations
6301 Indian School Rd Ne #670, Albuquerque, NM 87110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Phoenix | AZ | 06/2011 | Present |
| King Orchard 2.0 Inc | Los Ranchos De Albuquerque | NM | 10/2022 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| Lpl Financial Llc | Albuquerque | NM | 09/2023 | Present |
1) 09/08/2023 - Non-Variable Insurance - Selling: Life, L TC, Health 2) Crump - nm 87110 - Investment related - Start date: 9/18/2023 - 10 Hrs/Mth - 0 Hrs During Trading. 2) 09/08/2023 - King Orchard 2.0 - FARM - owner - Non investment related - Start date: 10/01/2022 - 15 Hrs/Mth - 0 Hrs During Trading. 3) 09/08/2023 - Wealth Management and Legacy Planning Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start Date:9/18/2023 - 0 Hrs/Mth - 8 Hrs During Trading. 4) 07/01/2025 - Legacy Tax Partners Inc. - Investment Related - Tax Prep/Accounting/CPA - At reported business location(s) - Start Date:10/01/2025 - 3 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-28 |
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