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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2021-08-16 |
| CA | RA | APPROVED | 2021-08-13 |
Branch Locations
6605 Uptown Blvd, Ne Suite 230, Albuquerque, NM 87110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of New Mexico | Albuquerque | NM | 08/2015 | 05/2018 |
| Albuquerque Academy | Albuquerque | NM | 06/2010 | 08/2017 |
| Albuquerque Academy | Albuquerque | NM | 03/2018 | 05/2019 |
| Rinchem Co Inc | Albuquerque | NM | 10/2018 | 09/2019 |
| Securities America, Inc. | Albuquerque | NM | 09/2019 | 02/2020 |
| Securities America, Inc. | Albuquerque | NM | 02/2020 | 06/2024 |
| Pfg Advisors, Llc | Albuquerque | NM | 08/2021 | 11/2021 |
| Pfg Advisors, Llc | Albuquerque | NM | 11/2021 | Present |
| Osaic Wealth, Inc. | Albuquerque | NM | 06/2024 | 11/2025 |
| United Planners | Scottsdale | AZ | 11/2025 | Present |
| Batie And Co Capital Managementnt | Albuquerque | NM | 09/2019 | Present |
1.) PFG ADVISORS - INVESTMENT ANALYST - REGISTERED INVESTMENT ADVISOR - ALBUQUERQUE, NM - SINCE 09/2019 - INVESTMENT RELATED 2.) BATIE AND CO CAPITAL MANAGEMENTNT - INVESTMENT ANALYST, FINANCIAL ADVISOR - REGISTERED INVESTMENT ADVISOR - ALBUQUERQUE, NM - SINCE 09/2019 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-30 |
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