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7470 Center St, Mentor, OH 44060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2022-01-19 |
Branch Locations
6100 Uptown Blvd Ne Suite 610C, Albuquerque, NM 87110 • United States
7470 Center St, Mentor, OH 44060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 03/2013 | 09/2022 |
| Lakeridge Wealth Management Llc | Albuquerque | NM | 08/2021 | Present |
| Private Client Services | Albuquerque | NM | 09/2022 | 12/2023 |
1) The Doctors Financial Resource. 5203 Juan Tabo NE Suite 2C, Albuquerque, NM 87111. DBA owned by Travis Flandermeyer. Financial Planning Firm. Investment advisor representative-duties include financial planning and advice, securities trading, qualified retirement plan advisement, discretionary trading in advisory account, commission based sales for brokerage accounts and variable insurance sales. 160 hrs/m; 160 during trading hrs. 2) Lakeridge Wealth Management. 5203 Juan Tabo NE Suite 2C, Albuquerque, NM 87111. RIA and Financial Planning Firm. Investment advisor representative-duties include financial planning and advice, securities trading, qualified retirement plan advisement, discretionary trading in advisory account, commission based sales for brokerage accounts and variable insurance sales. 160 hrs/m; 160 during trading hrs. 3) JHOV Financial, LLC. 7101 Bobwhite Ln NE, Albuquerque, NM 87109. Personal LLC to receive 1099 income for Joshua Hovda. Sole owner. LLC used to receive 1099 income and handles various business expenses. 10 hrs/mo; 10 during trading hrs. 4) Fixed insurance. 5203 Juan Tabo NE Suite 2C, Albuquerque, NM 87111. Fixed insurance including life, health and disability. 10 hrs/mo; 0 during trading hrs. 5) Financial Solutions Planning and Investments. 5203 Juan Tabo NE Suite 2C, Albuquerque, NM 87111. Investment advisor representative-duties include financial planning and advice, securities trading, qualified retirement plan advisement, discretionary trading in advisory account, commission based sales for brokerage accounts and variable insurance sales. 160 hrs/m; 160 during trading hrs. 6) Los Alamos National Laboratories. Not investment-related. P.O. Box 1663, Los Alamos, NM 87545. LANL's priority roles are serving as a nuclear weapons design agency and a nuclear weapons production agency; addressing nuclear threats. Provides services in the areas of finance/budget, budget formulation and execution, financial analysis, & general business analysis. Start date 05/01/2023. 160 hrs/m; 160 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-14 |
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