Robert Leahy Quinlan

Current Employers

Lakeridge Wealth Management Llc

7470 Center St, Mentor, OH 44060 • United States

Current Registrations

Authority	Category	Status	Date
NM	RA	APPROVED	2022-01-19

NM RA
APPROVED

Since 2022-01-19

Branch Locations

Albuquerque, NM • United States

7470 Center St, Mentor, OH 44060 • 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

Organization	City	State	From	To
Financial Solutions Planning & Investments	Albuquerque	NM	05/2018	Present
Care For Elderly Parent	Albuquerque	NM	01/2012	03/2018
Cetera Advisor Networks Llc	El Segundo	CA	09/2018	09/2022
Poa And Trustee For A Family Member	Albuquerque	NM	10/2012	Present
Quinlan Financial Services, Llc	Albuquerque	NM	11/2020	Present
Lakeridge Wealth Management Llc	Albuquerque	NM	08/2021	Present
Private Client Services	Albuquerque	NM	09/2022	Present

05/2018 → Present

Financial Solutions Planning & Investments

Albuquerque, NM
01/2012 → 03/2018

Care For Elderly Parent

Albuquerque, NM
09/2018 → 09/2022

Cetera Advisor Networks Llc

El Segundo, CA
10/2012 → Present

Poa And Trustee For A Family Member

Albuquerque, NM
11/2020 → Present

Quinlan Financial Services, Llc

Albuquerque, NM
08/2021 → Present

Lakeridge Wealth Management Llc

Albuquerque, NM
09/2022 → Present

Private Client Services

Albuquerque, NM

Previous Registrations

2020-08-28 → 2022-09-01

Cetera Wealth Services, Llc

Albuquerque, NM

Albuquerque, NM
2021-08-19 → 2021-12-31

Lakeridge Wealth Management Llc

Albuquerque, NM

Mentor, OH

Other Businesses

1) Lakeridge Wealth Management. 5203 Juan Tabo NE Suite 2C, Albuquerque, NM 87111. RIA. 160 hrs/mo; 160 during trading hrs. 2) Doctors Financial Resource. 5203 Juan Tabo NE Suite 2C, Albuquerque, NM 87111. Financial Services. Financial advisor-client services. Financial planning and asset management. 50 hrs/mo; 50 during trading hrs. 3) Quinlan Financial Services. 5203 Juan Tabo NE Suite 2C, Albuquerque, NM 87111. Financial Services. Financial advisor-client services. Financial planning and asset management. 50 hrs/mo; 50 during trading hrs. 4) Lakeridge Wealth Management. 5203 Juan Tabo NE Suite 2C, Albuquerque, NM 87111. Financial Services. Financial advisor-client services. Financial planning and asset management. 50 hrs/mo; 50 during trading hrs. 5) Financial Solutions Planning & Investments. 5203 Juan Tabo NE Suite 2C, Albuquerque, NM 87111. Financial Services. Client services, business development, portfolio management. 50 hrs/mo; 50 during trading hrs.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-08-24

S66 Uniform Combined State Law Examination

2020-08-24

View on SEC IAPD