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Truepath Financial Planning CRD 144118
$36.7M regulatory AUM 38 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3240-B Juan Tabo Blvd Ne Suite A-2, Albuquerque, NM 87111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-14 |
| TX | RA | APPROVED | 2007-08-13 |
| NM | RA | APPROVED | 2007-05-21 |
Branch Locations
3240-B Juan Tabo Blvd Ne Suite A-2, Albuquerque, NM 87111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truepath Financial Planning | Albuquerque | NM | 05/2007 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-05-15 |
| S65 | Uniform Investment Adviser Law Examination | 2005-09-16 |
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