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Kelley Shull Tredwin

LPl Financial LLC

Albuquerque, NM

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2022-09-02
  • NM RA
    APPROVED
    Since 2022-09-02

Branch Locations

6723 Academy Road Ne Ste B, Albuquerque, NM 87109 • 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
Altalune Wealth Advisors, Llc Albuquerque NM 11/2021 Present
Edward Jones Albuquerque NM 02/2013 10/2021
Nm Foundation For Dental Education And Research Albuquerque NM 10/2019 10/2020
Shepherd Center Of Kansas City Kansas City MO 08/2017 04/2018
Wj Cole Kansas City MO 02/2017 08/2017
Lpl Financial, Llc Albuquerque NM 11/2021 Present
  • 11/2021 → Present
    Altalune Wealth Advisors, Llc
    Albuquerque, NM
  • 02/2013 → 10/2021
    Edward Jones
    Albuquerque, NM
  • 10/2019 → 10/2020
    Nm Foundation For Dental Education And Research
    Albuquerque, NM
  • 08/2017 → 04/2018
    Shepherd Center Of Kansas City
    Kansas City, MO
  • 02/2017 → 08/2017
    Wj Cole
    Kansas City, MO
  • 11/2021 → Present
    Lpl Financial, Llc
    Albuquerque, NM
Other Businesses

1) 3/2022 - DBA for LPL Business (entity for LPL business) - Altalune Wealth Advisors - Investment Related - Albuquerque, NM 87109

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-19
  • S66 Uniform Combined State Law Examination
    2022-08-19
Other Names
  • Kelley Shull Tredwin
  • Kelley Marie Shull
  • Kelley Marie Tredwin
  • Kelley Tredwin
  • Kelley Marie Shull Tredwin

View on SEC IAPD

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GREGORY JOSEPH ZANETTI

Other Offices

AAN WEALTH ADVISORS LLC · Albuquerque, NM
DXD CAPITAL · ALBUQUERQUE, NM
ALLWORTH FINANCIAL, L.P. · ALBUQUERQUE, NM
EDWARD JONES · ALBUQUERQUE, NM
ZANETTI FINANCIAL, LLC · ALBUQUERQUE, NM
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER · ALBUQUERQUE, NM
AMERIPRISE FINANCIAL SERVICES, LLC · ALBUQUERQUE, NM
LPL FINANCIAL LLC · ALBUQUERQUE, NM

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