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Current Employers
Lakeridge Wealth Management Llc

7470 Center St, Mentor, OH 44060 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2022-01-19
  • NM RA
    APPROVED
    Since 2022-01-19

Branch Locations

6100 Uptown Blvd Ne Suite 610C, Albuquerque, NM 87110 • United States

7470 Center St, Mentor, OH 44060 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2013 → 09/2022
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 08/2021 → Present
    Albuquerque, NM
  • 09/2022 → 12/2023
    Private Client Services
    Albuquerque, NM
Previous Registrations
  • 2014-03-17 → 2022-09-07
    Cetera Wealth Services, Llc
    Albuquerque, NM
    Rio Rancho, NM
    Albuquerque, NM
    Albuquerque, NM
  • 2021-08-19 → 2021-12-31
    Albuquerque, NM
    Mentor, OH
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-14
  • S66 Uniform Combined State Law Examination
    2014-03-14
Designations

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