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8801 Horizon Blvd Ne, Suite 401, Albuquerque, NM 87113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-07-13 |
| TX | RA | APPROVED_RES | 2026-05-27 |
Branch Locations
8801 Horizon Blvd Ne, Suite 401, Albuquerque, NM 87113 • United States
West Columbia, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Redw Wealth, Llc | Albuquerque | NM | 02/2026 | Present |
| Edisto Beach Surf Shop | Edisto Island | SC | 07/2025 | 09/2025 |
| Cloud Peak Legal, Llc | Rio Verde | AZ | 02/2025 | Present |
| None | Asheville | NC | 11/2024 | 02/2025 |
| Everybody's Brewing | White Salmon | WA | 07/2024 | 10/2024 |
| None | Asheville | NC | 11/2023 | 06/2024 |
| Action Adventures | Telluride | CO | 05/2023 | 11/2023 |
| Verde Brewing | Camp Verde | AZ | 11/2022 | 04/2023 |
| Haught Horses And Livestock | Camp Verde | AZ | 11/2022 | 04/2023 |
| None | Asheville | NC | 03/2022 | 08/2022 |
| Action Adventures | Ouray | CO | 08/2022 | 11/2022 |
| Act Advisors | Asheville | NC | 02/2021 | 02/2022 |
| Hometrust Bank | Asheville | NC | 03/2020 | 02/2021 |
| East Greenville Animal Hospital | Greenville | SC | 11/2019 | 03/2020 |
| Tulane University | New Orleans | LA | 04/2016 | 05/2019 |
| Tulane University | New Orleans | LA | 04/2016 | 12/2018 |
| Red Horse Mountain Ranch | Harrison | ID | 05/2019 | 10/2019 |
Cloudpeak Legal; Paralegal; Remote Position; Investment-Related: No; 02/2025 - Present; Approximately 10 hours per month spent on this activity, 0 hours per month during normal securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-09 |
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