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Joel Edward Nance

Truepath Financial Planning

Albuquerque, NM

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Current Employers
Truepath Financial Planning

3240-B Juan Tabo Blvd Ne Suite A-2, Albuquerque, NM 87111 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-08-14
TX RA APPROVED 2007-08-13
NM RA APPROVED 2007-05-21
  • AZ RA
    APPROVED
    Since 2025-08-14
  • TX RA
    APPROVED
    Since 2007-08-13
  • NM RA
    APPROVED
    Since 2007-05-21

Branch Locations

3240-B Juan Tabo Blvd Ne Suite A-2, Albuquerque, NM 87111 • 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
Truepath Financial Planning Albuquerque NM 05/2007 Present
Previous Registrations
  • 2006-05-24 → 2007-05-22
    Cetera Wealth Services, Llc
    Rio Rancho, NM
    Albuquerque, NM
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-05-15
S65 Uniform Investment Adviser Law Examination 2005-09-16
  • S63 Uniform Securities Agent State Law Examination
    2006-05-15
  • S65 Uniform Investment Adviser Law Examination
    2005-09-16
Designations

View on SEC IAPD

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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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