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Santa Fe, NM • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2026-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Better Money Decisions | Santa Fe | NM | 10/2020 | 10/2021 |
| Self Employment | Santa Fe | NM | 05/2004 | 11/2021 |
| Missionsquare Retirement | Washington | DC | 11/2021 | 03/2022 |
| Voya Financial Advisors, Inc. | Santa Fe | NM | 04/2022 | 01/2026 |
| Voya Retirement Advisors, Llc | Santa Fe | NM | 06/2022 | 01/2026 |
| Counter. Llc D/B/A Counterpoint | Santa Fe | NM | 01/2026 | Present |
1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-05-13 |
| S65 | Uniform Investment Adviser Law Examination | 2021-05-28 |
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