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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2009-06-22 |
| TX | RA | APPROVED_RES | 2009-06-18 |
Branch Locations
6301 Indian School Rd. Ne Ste 900, Albuquerque, NM 87110 • United States
111 Rio Rancho Blvd Ne Ste 112, Rio Rancho, NM 87124 • United States
4101 Coors Blvd Nw, Ste B, Albuquerque, NM 87120 • United States
2270 Main St Nw Ste D, Los Lunas, NM 87031 • United States
6550 Holly Ave Ne, Ste D, Albuquerque, NM 87113 • United States
6440 Gibson Blvd Se Kirtland Financial Services, Albuquerque, NM 87108 • United States
10200 Corrales Rd Nw, Albuquerque, NM 87114 • United States
8900 Montgomery Blvd Ne, Albuquerque, NM 87111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kirtland Federal Credit Union | Albuquerque | NM | 01/2005 | Present |
| Lpl Financial Llc | Albuquerque | NM | 06/2009 | Present |
1) 2026-05-01 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - TerraVista Wealth Partners / Wealth Management - DBA for LPL Business (entity for LPL business) - Y - 80 - 80 - at reported business location(s) - 2025-03-21 - Yes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-12 |
| S65 | Uniform Investment Adviser Law Examination | 1998-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-14 |
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