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Current Employers
Lakeridge Wealth Management Llc

7470 Center St, Mentor, OH 44060 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2024-01-31
TX RA APPROVED 2024-01-31
  • NM RA
    APPROVED
    Since 2024-01-31
  • TX RA
    APPROVED
    Since 2024-01-31

Branch Locations

7470 Center St, Mentor, OH 44060 • United States

5203 Juan Tabo Boulevard, Albuquerque, NM 87111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Salt Lake City UT 09/2022 04/2023
Flandermeyer Financial, Llc Albuquerque NM 07/2021 08/2022
Aptive Enviromental Llc Provo UT 07/2017 09/2021
Weedman Rexburg ID 04/2021 05/2021
Vivint Inc Provo UT 08/2017 12/2017
Carpenter And Associates Albuquerque NM 01/2017 04/2017
N/A Albuqerque NM 01/2015 12/2016
Brigham Young University Rexburg ID 01/2017 09/2022
Private Client Services, Llc Albuquerque NM 05/2023 Present
Lakeridge Wealth Management Llc Albuquerque NM 05/2023 Present
  • 09/2022 → 04/2023
    Fidelity Investments
    Salt Lake City, UT
  • 07/2021 → 08/2022
    Flandermeyer Financial, Llc
    Albuquerque, NM
  • 07/2017 → 09/2021
    Aptive Enviromental Llc
    Provo, UT
  • 04/2021 → 05/2021
    Weedman
    Rexburg, ID
  • 08/2017 → 12/2017
    Vivint Inc
    Provo, UT
  • 01/2017 → 04/2017
    Carpenter And Associates
    Albuquerque, NM
  • 01/2015 → 12/2016
    N/A
    Albuqerque, NM
  • 01/2017 → 09/2022
    Brigham Young University
    Rexburg, ID
  • 05/2023 → Present
    Private Client Services, Llc
    Albuquerque, NM
  • 05/2023 → Present
    Albuquerque, NM
Other Businesses

Shae Saxton is dually-registered as an investment advisor representative with Lakeridge Wealth Management LLC since 05/2023 and as a Registered Representative with Private Client Services ("PCS") since 05/2023. Business is conducted from 5203 Juan Tabo Boulevard, Suite 2C, Albuquerque, NM, 87111. Approximately 90% of Mr. Saxton's time is for services as an investment advisor representative and the balance as a registered representative. Lakeridge Wealth and are not affiliated. Life and Disability and Long-Term Care Insurance. 5203 Juan Tabo Blvd NE, Suite 2C, Albuquerque, NM 87111. Various insurance companies to be used for insurance as needed for clients. Insurance Sales. 4 hrs/mo; 4 during trading hrs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-21
  • S66 Uniform Combined State Law Examination
    2023-02-21
Other Names
  • Shae Robert Saxton
  • Shae Saxton

View on SEC IAPD

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