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Current Employers
Lakeridge Wealth Management Llc

7470 Center St, Mentor, OH 44060 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2025-09-10
  • NM RA
    APPROVED
    Since 2025-09-10

Branch Locations

5203 Juan Tabo Boulevard, Albuquerque, NM 87111 • 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
OrganizationCityStateFromTo
Lakeridge Wealth Management Llc Albuquerque NM 09/2025 Present
National Technology & Engineering Solutions Of Sandia, Llc Albuquerque NM 01/2011 05/2025
Unemployed Albuqeurque NM 06/2025 08/2025
  • 09/2025 → Present
    Albuquerque, NM
  • 01/2011 → 05/2025
    National Technology & Engineering Solutions Of Sandia, Llc
    Albuquerque, NM
  • 06/2025 → 08/2025
    Unemployed
    Albuqeurque, NM
Other Businesses

1) Flandermeyer Financial LLC; Investment-related; Same address; Doing Business As ("DBA") name for advisory activity conducted via Lakeridge Wealth Management, LLC; Investment Advisor Representative; Full-time position. 2) University of New Mexico Investment Advisory Committee; investment-related; 1922 Las Lomas Rd NE, Albuquerque, NM. 87106; The IAC oversees the UNM Regents' Portfolio, a $6M student-managed investment fund. Students manage the portfolio under an Investment Policy Statement with oversight from UNM faculty and the IAC; board member of the IAC; 5/7/2026; less than 1% of time per month; Review portfolio performance, evaluate proposed transactions, and engage with students on their investment rationale and research process.

Designations
Other Names
  • Connie Liu Lee
  • Connie Lee

View on SEC IAPD

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