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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-24 |
| NM | RA | APPROVED | 2026-07-14 |
Branch Locations
6440 Gibson Blvd Se Kirtland Financial Services, Albuquerque, NM 87108 • 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 |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | Miamisburg | OH | 12/2015 | 07/2018 |
| Uber | Centerville | OH | 06/2016 | 02/2017 |
| Home Depot Inc | Dayton | OH | 03/2017 | 01/2018 |
| W&S Brokerage Services, Inc. | Cincinnati | OH | 07/2018 | 12/2019 |
| Western & Southern Life | Cincinnati | OH | 07/2018 | 12/2019 |
| Jpmorgan Chase Bank, N.A. | Dayton | OH | 01/2020 | 11/2020 |
| J.P. Morgan Securities, Llc | Dayton | OH | 01/2020 | 11/2020 |
| Fidelity Investments | Covington | KY | 11/2020 | 06/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2026 |
| Lpl Financial | Albuquerque | NM | 07/2026 | Present |
| Kirtland Credit Union | Albuquerque | NM | 07/2026 | Present |
1. 07/2026 - Kirtland Financial Services - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 07/13/2026 2. 07/2026 - TerraVista Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 07/13/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-29 |
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