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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-05-15 |
Branch Locations
8321 Palomas Ave Ne Suite B, Albuquerque, NM 87109 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bok Financial Securities, Inc. | Albuquerque | NM | 11/2003 | 03/2017 |
| Bokf, Na | Albuquerque | NM | 11/2003 | 03/2017 |
| Compass Bank | Birmingham | AL | 03/2017 | 09/2017 |
| Bbva Securities Inc. | Albuquerque | NM | 03/2017 | 09/2017 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 03/2017 | 09/2017 |
| Century Bank | Santa Fe | NM | 09/2017 | 05/2018 |
| Bbva Wealth Solutions Inc. | Albuquerque | NM | 04/2017 | 09/2017 |
| Ameriprise Financial Services, Inc | Albuquerque | NM | 05/2018 | 09/2019 |
| Allstate Insurance Co | Albuquerque | NM | 10/2019 | 11/2021 |
| Elwood 98 Llc | Albuquerque | NM | 06/2018 | 09/2020 |
| Zermatt Properties Llc | Albuquerque | NM | 01/2008 | 11/2021 |
| Zermatt Properties Llc | Albuquerque | NM | 01/2008 | 11/2021 |
| Elwood 98 Llc | Albuquerque | NM | 06/2018 | 09/2020 |
| Lee Allbright | Albuquerque | NM | 02/2020 | 02/2021 |
| Deane Anthony Llc | Keller | TX | 05/2021 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 12/2021 | 05/2025 |
| Nusenda Credit Union | Albuquerque | NM | 12/2021 | Present |
| Lpl Financial Llc | Albuquerque | NM | 05/2025 | Present |
1.05/15/2025- Nusenda Investment Services-DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/29/2025-160 Hours Per Month- 160 Hours During Trading 2. 05/15/2025- Deane Anthony LLC- Real Estate Rental- INV Related- At Keller, Tx- Start date 05/17/2021 3. 05/15/2025-St. Mary's Episcopal Church-Non-Profit Board Member-Not INV Related- At Albuquerque, NM- Start date 06/08/2024- 2 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-27 |
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