Philip Joseph Messuri

Current Employers

Employment History

• 01/2013 → 09/2022
  Cetera Advisor Networks Llc
  El Segundo, CA
• 08/2021 → Present
  Lakeridge Wealth Management Llc
  Albuquerque, NM
• 09/2022 → Present
  Private Client Services
  Albuquerque, NM

Previous Registrations

• 2003-03-03 → 2022-09-01
  Cetera Wealth Services, Llc
  Placitas, NM
  Albuquerque, NM
  Albuquerque, NM
  Albuquerque, NM
  Albuquerque, NM
• 2021-08-19 → 2021-12-31
  Lakeridge Wealth Management Llc
  Mentor, OH
  Albuquerque, NM
• 1999-01-19 → 2003-02-03
  National Planning Corporation
  Albuquerque, NM

Other Businesses

1) Lakeridge Wealth Management. 5203 Juan Tabo Blvd ND, Suite 2C, Albuquerque, NM 87111. RIA. 150 hrs/mo; 130 during trading hrs. 2) Champion Agency. 2155 Louisiana Blvd NE #3100, Albuquerque, NM 87110. General insurance agency with which I do occasional term insurance. Occasional use for life insurance policies- all term. 2 hrs/mo; 2 during trading hrs. 3) AIG Insurance Company. 21650 Oxnard St, Suite 750, Woodland Hills, CA 91367. Occasional fixed annuity business. Acting as an insurance agent. 1 hr/mo; 1 during trading hrs. 4) Phil Messuri Financial Services LLC. 5203 Juan Tabo Blvd ND, Suite 2C, Albuquerque, NM 87111. Initial brand-use for myself and employees for my firm's 401k. Sole owner. 5 hrs/mo; 5 during trading hrs. 5) Financial Solutions Planning and Investments. 5203 Juan Tabo Blvd ND, Suite 2C, Albuquerque, NM 87111. Used this as a primary brand for about 8 years, sincem y colleague, Travis Flandermeyer and I came together. This may be a sub brand to our primary Lakeridge Wealth Management brand. I used Phil Messuri Financial Services as the OBA under which I primarily work There is no ownership. RR and IAR. 0 hrs/mo;0 during trading hrs. 6) Messuri/Flandermeyer Financial Solutions. 5203 Juan Tabo Blvd ND, Suite 2C, Albuquerque, NM 87111. An unused DBA stemming from the initial non-official business relationship between my colleague, Travis Flandermeyer and me. This was never a legal partnership. 0 hrs/mo; 0 during trading hrs. 7) The Doctors' Financial Resource. 5203 Juan Tabo Blvd ND, Suite 2C, Albuquerque, NM 87111. My colleague, Travis Flandermeyer brought this brand to our business relationship when we joined about 8 years ago. I occasionally use this brand when Travis and I work with doctor clients. This brand is a secondary brand to our Lakeridge Wealth Management RIA primary brand. RR and IAR. 2 hrs/mo; 2 during trading hrs. 8) Eastern Sandoval Citizens Association (ESCA). PO Box 215, Placitas, NM 87043; 1 Ridge Ct, Placitas, NM 87043. ESCA represents unofficially the citizens of Eastern Sandoval County that includes unincorporated communities. Board of directors, not act as Treasurer. 3 hrs/mo; 0 during trading hrs. Not investment related. 9) Sandia Peak Ski Patrol. PO Box 50494, Albuquerque, NM 87101. Volunteer organization overseeing ski safety and injury management at Sandia Peak in Albuquerque, NM. Alumni Patroller; investment committe member; not managing the Fidelity Custodian Accounts. 2 hrs/mo; 0 during trading hrs. Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-03-19
• S65 Uniform Investment Adviser Law Examination
  1996-03-12

Designations

Other Names

• Phil Messuri
• Philip Misery
• Misery Messuri