Best Investors Account Sign in
Inactive

Dalton Cobb Herrin

Lakeridge Wealth Management LLC

Albuquerque, NM

Mentor, OH

Claim This Profile
Current Employers
Lakeridge Wealth Management Llc

7470 Center St, Mentor, OH 44060 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2024-09-05
  • NM RA
    APPROVED
    Since 2024-09-05

Branch Locations

5203 Juan Tabo Boulevard Suite 2C, Albuquerque, NM 87111 • 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
Lakeridge Wealth Management Llc Albuquerque NM 01/2022 08/2024
Rocky Mountain Conservancy Estes Park CO 09/2020 02/2023
Dalton Herrin Sole Proprietor Boulder CO 03/2019 04/2022
Mba Financial Services Llc Boulder CO 09/2017 02/2019
Stone Pine Accounting Denver CO 05/2017 08/2017
University Of Colorado Boulder CO 08/2013 05/2017
Lakeridge Wealth Management Llc Albuquerque NM 08/2024 Present
  • 01/2022 → 08/2024
    Lakeridge Wealth Management Llc
    Albuquerque, NM
  • 09/2020 → 02/2023
    Rocky Mountain Conservancy
    Estes Park, CO
  • 03/2019 → 04/2022
    Dalton Herrin Sole Proprietor
    Boulder, CO
  • 09/2017 → 02/2019
    Mba Financial Services Llc
    Boulder, CO
  • 05/2017 → 08/2017
    Stone Pine Accounting
    Denver, CO
  • 08/2013 → 05/2017
    University Of Colorado
    Boulder, CO
  • 08/2024 → Present
    Lakeridge Wealth Management Llc
    Albuquerque, NM
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-19
  • S65 Uniform Investment Adviser Law Examination
    2024-08-19
Other Names
  • Dalton Cobb Herrin
  • Dalton Herrin

View on SEC IAPD

Other Firms

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

Other Investors

SUSAN MARIE MORRISON
DONALD AUSTIN MCDANIEL
KIRK RANDOLPH HUDSON
MATTHEW DAVID KELLER
Michelle Lea Phillips
Matthew John Ports
Jean-Marc D Grindatto
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

More in Albuquerque, NM

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor