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One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2026-01-12 |
Branch Locations
5601 Granite Parkway Stes. 400 & 1300, Plano, TX 75024 • United States
3901 Southern Blvd. Se, Rio Rancho, NM 87124 • United States
401 Coors Blvd. Nw, Albuquerque, NM 87121 • United States
6530 Paradise Blvd. Nw, Albuquerque, NM 87114 • United States
10040 Coors Blvd Bypass Nw, Albuquerque, NM 87114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nusenda Credit Union | Albuquerque | NM | 09/2015 | 10/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 05/2016 | 10/2021 |
| Sagepoint Financial | Albuquerque | NM | 10/2021 | 06/2025 |
| The Ameriflex Group | Las Vegas | NV | 09/2022 | 06/2025 |
| Osaic Wealth, Inc. | Albuquerque | NM | 09/2023 | 06/2025 |
| Mirau Capital Management | Albuquerque | NM | 07/2025 | 12/2025 |
| Madison Avenue Securities | San Diego | CA | 07/2025 | 12/2025 |
| Bokf, Na | Albuquerque | NM | 01/2026 | Present |
| Bok Financial Securities, Inc. | Albuquerque | NM | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-29 |
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