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Abiquiu, NM • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2026-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc | Guilford | CT | 01/2016 | 04/2017 |
| Thoughtful Wealth Advisory Llc | Abiquiu | NM | 12/2025 | Present |
| College Funding Solutions, Inc. | Abiquiu | NM | 12/2025 | 06/2026 |
| Thoughtful Income Advisory, Llc | Abiquiu | NM | 01/2024 | Present |
| Soulwork Spiritual Direction | Abiquiu | NM | 01/2015 | Present |
1. Soulwork Spiritual Direction; not investment related; Abiquiu, NM; Mr. Nagle provides spiritual guidance through this ministry; start: 01/2015; owner; 5 hours per month 0 during securities trading 2. Thoughtful Income Advisory LLC (Insurance Services); investment related; Abiquiu, NM; Mr. Nagle is a licensed insurance agent and spends approximately 30% of his time offering insurance products; start: 01/2024; Advisor; 37 hours per month 15 during securities trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1984-01-12 |
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