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6565 Americas Parkway Ne Ste 200, Albuquerque, NM 87110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-17 |
| NM | RA | APPROVED | 2023-05-11 |
Branch Locations
6565 Americas Parkway Ne Ste 200, Albuquerque, NM 87110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atha Consulting | Elk Grove | CA | 09/1992 | Present |
| Ameritas Life Insurance Pka Union Central Life Insurance | Lincoln | NE | 07/2008 | Present |
| Onpointe Advisory And Financial Services, Llc | Petaluma | CA | 07/2017 | 10/2017 |
| Prien Asset Management | Albuquerque | NM | 04/2023 | Present |
| Center Street Advisors | Nashville | TN | 02/2017 | 01/2023 |
LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS. NAME: ATHA CONSULTING INVESTMENT RELATED: NO ADDRESS: 9328 ELK GROVE BLVD STE 105-304, ELK GROVE, CA 95624 NATURE: INSURANCE SALES/MORTGAGE LOANS POSITION: AGENT START DATE: 09/1992 HRS/MONTH: 20-30 HRS DURING SECURITIES TRADING: 10-20 DUTIES: TEACH DEBT MANAGEMENT TECHNIQUES/INSURANCE SALES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-26 |
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