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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-09-30 |
| TX | RA | APPROVED_RES | 2025-09-30 |
Branch Locations
Albuquerque, NM • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
4 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brule & Associates Benefit Advisors | Albequerque | NM | 03/1985 | 12/2016 |
| College Of Southern Nevada | Albuquerque | NM | 10/2010 | 12/2016 |
| J.W. Cole Financial, Inc. | Albuquerque | NM | 05/2013 | 04/2018 |
| J. W. Cole Advisors, Inc. | Tampa | FL | 05/2013 | 04/2018 |
| Kestra Investment Services, Llc | Albaquerque | NM | 04/2018 | 03/2024 |
| Kestra Advisory Services, Llc | Albaquerque | NM | 04/2018 | 03/2024 |
| Osaic Wealth, Inc. | Albuquerque | NM | 03/2024 | 09/2025 |
| Lpl Financial Llc | Albuquerque | NM | 09/2025 | Present |
1. 09/2025 - Brule Benefit Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 8 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 9/29/2025 2. 09/2025 - Brule Benefit Advisors - Non-Variable Insurance - Investment Related - 5 Hour(s)/Month - 0 Hour(s) During Trading - Albuquerque, NM 87109 - OBA Start Date: 01/01/1997
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-08 |
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