Inactive

Peter Thomas Lehrman

Sandia Wealth Management, LLC

Albuquerque, NM

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Current Employers

Sandia Wealth Management, Llc

9201 Montgomery Ne Suite 401, Albuquerque, NM 87111 • United States

Current Registrations

Authority	Category	Status	Date
NM	RA	APPROVED	2012-03-16

NM RA
APPROVED

Since 2012-03-16

Branch Locations

9201 Montgomery Ne Suite 401, 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

Organization	City	State	From	To
Sandia Wealth Management, Llc	Albuquerque	NM	01/2012	Present

01/2012 → Present

Sandia Wealth Management, Llc

Albuquerque, NM

Previous Registrations

2011-08-29 → 2012-04-16

Uas Wealth Advisors

Albuquerque, NM
2009-01-02 → 2009-10-13

Raymond James Financial Services Advisors, Inc

Saint Petersburg, FL
2004-06-10 → 2009-01-02

Raymond James Financial Services, Inc.

Albuquerque, NM

Albuquerque, NM
2003-12-16 → 2004-06-08

John Moore & Associates Inc

Albuquerque, NM

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-06-17
S63	Uniform Securities Agent State Law Examination	1992-07-28

S65 Uniform Investment Adviser Law Examination

1997-06-17
S63 Uniform Securities Agent State Law Examination

1992-07-28

Designations

Other Names

Peter Lehrman

View on SEC IAPD

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SUSAN MARIE MORRISON

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MATTHEW DAVID KELLER

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Jean-Marc D Grindatto

GREGORY JOSEPH ZANETTI

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AAN WEALTH ADVISORS LLC · Albuquerque, NM

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ALLWORTH FINANCIAL, L.P. · ALBUQUERQUE, NM

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ZANETTI FINANCIAL, LLC · ALBUQUERQUE, NM

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER · ALBUQUERQUE, NM

AMERIPRISE FINANCIAL SERVICES, LLC · ALBUQUERQUE, NM

LPL FINANCIAL LLC · ALBUQUERQUE, NM

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