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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-05-15 |
Branch Locations
8321 Palomas Ave Ne Suite B, Albuquerque, NM 87109 • United States
4 disclosure categories 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 |
|---|---|---|---|---|
| Generations Federal Credit Union | San Antonio | TX | 04/2016 | 10/2016 |
| Cuso Financial Services, Lp | San Diego | CA | 04/2016 | 10/2016 |
| Compass Bank | Birmingham | AL | 11/2016 | 05/2018 |
| Bbva Securities Inc. | Albuquerque | NM | 12/2016 | 05/2018 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 12/2016 | 05/2018 |
| Bbva Wealth Solutions Inc. | Albuquerque | NM | 12/2016 | 05/2018 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 06/2018 | 05/2022 |
| Cuna Mutual Group | Waverly | IA | 06/2018 | 05/2022 |
| Lpl Financial Llc | Albuquerque | NM | 05/2022 | 07/2022 |
| Nusenda Federal Credit Union | Albuquerque | NM | 07/2022 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 07/2022 | 05/2025 |
| Lpl Financial Llc | Albuquerque | NM | 05/2025 | Present |
1) 03/2025 - Nusenda Investment Services / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-10 |
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