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2001 Carlisle Blvd Ne Suite D, Albuquerque, NM 87110-4939 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2013-01-22 |
Branch Locations
2001 Carlisle Blvd Ne Suite D, Albuquerque, NM 87110-4939 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oakmont Advisory Group, Llc | Albuquerque | NM | 01/2013 | Present |
| Oakmont Insurance, Llc | Albuquerque | NM | 08/2009 | Present |
| Lowkey Holdings, Llc | Albuquerque | NM | 02/2019 | Present |
1) OAKMONT INSURANCE, LLC - INVESTMENT RELATED - ALBUQUERQUE, NM - INSURANCE - MARKETING DIRECTOR AND INSURANCE AGENT SINCE 08/2009. 100 HOURS A MONTH ALL DURING MARKET HOURS - SALE OF INSURANCE PRODUCTS AND SERVICES 2) LOWKEY HOLDINGS, LLC; INVESTMENT RELATED: NO; LOCATION: 2001 CARLISLE BLVD NE, ALBUQUERQUE, NM 87110; DESCRIPTION: REAL ESTATE HOLDING COMPANY.; POSITION TITLE: OWNER; RESPONSIBILITIES DUTIES: MANAGEMENT OF REAL ESTATE PROPERTY; START DATE: 2019-02-11; HOURS DEVOTED DURING TRADING HOURS: 2; HOURS DEVOTED OUTSIDE TRADING HOURS: 10. 3) OAK GROVE CLASSICAL ACADEMY; NOT INVESTMENT RELATED; LOCATION: 8888 HARPER RD NE ALBUQUERQUE NM 87111 USA; DESCRIPTION: OAK GROVE CLASSICAL ACADEMY, LOCATED IN ALBUQUERQUE, NM, IS A K-12 PRIVATE, CHRISTIAN SCHOOL THAT COMBINES CLASSICAL EDUCATION WITH A BIBLICAL WORLDVIEW. THE ACADEMY EMPHASIZES RIGOROUS ACADEMICS, CHARACTER DEVELOPMENT, AND CRITICAL THINKING TO EMPOWER STUDENTS FOR LIFELONG LEARNING AND SUCCESS.; POSITION TITLE: OAK GROVE CLASSICAL ACADEMY; RESPONSIBILITIES DUTIES: BOARD OF DIRECTORS MEMBER.; START DATE: 2023-01-01; HOURS PER MONTH DURING TRADING HOURS: 1; HOURS PER MONTH OUTSIDE TRADING HOURS: 6.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-16 |
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