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Inactive

Troy D Williamson

Truepath Financial Planning

Albuquerque, NM

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Current Employers
Truepath Financial Planning

3240-B Juan Tabo Blvd Ne Suite A-2, Albuquerque, NM 87111 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2021-10-04
TX RA APPROVED 2021-10-01
  • NM RA
    APPROVED
    Since 2021-10-04
  • TX RA
    APPROVED
    Since 2021-10-01

Branch Locations

3240-B Juan Tabo Blvd Ne Suite A-2, 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
Menaul School Albuquerque NM 08/2007 Present
Truepath Financial Planning Llc Albuquerque NM 07/2021 Present
  • 08/2007 → Present
    Menaul School
    Albuquerque, NM
  • 07/2021 → Present
    Truepath Financial Planning Llc
    Albuquerque, NM
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-01
  • S65 Uniform Investment Adviser Law Examination
    2021-10-01

View on SEC IAPD

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