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9400 Holly Ave Ne Bldg 4, Albuquerque, NM 87122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-09-08 |
| AZ | RA | APPROVED | 2025-09-05 |
| CA | RA | APPROVED | 2025-08-11 |
| TX | RA | APPROVED | 2025-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 08/2016 | 05/2018 |
| Schwab Private Client Investment Advisory, Inc. | Phoenix | AZ | 05/2018 | 12/2019 |
| Phoenician Wealth Management, Llc | Glendale | AZ | 12/2019 | 05/2021 |
| Redw Wealth Llc | Albuquerque | NM | 05/2021 | 09/2023 |
| Integrated Wealth Llc | Scottsdale | AZ | 05/2024 | 09/2025 |
| Reese Hinton, Sole Prop | Scottsdale | AZ | 10/2023 | 04/2024 |
| Edwards & Summers Certified Public Accountants, Plc | Phoenix | AZ | 01/2025 | 05/2025 |
| Madrid Wealth Management, Llc | Albuquerque | NM | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-13 |
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