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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2024-10-29 |
| TX | RA | APPROVED | 2024-10-25 |
Branch Locations
6739 Academy Rd Ne Ste 252, Albuquerque, NM 87109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Albuquerque | NM | 03/2017 | 01/2018 |
| Fidelity Investments Institutional Operations Company Inc | Albuquerque | NM | 09/2016 | 01/2018 |
| Edward Jones | St.LOuis | MO | 02/2018 | 03/2019 |
| Fidelity Brokerage Service | Albuquerque | NM | 03/2019 | 01/2021 |
| Edward Jones | St. Louis | MO | 01/2021 | 10/2024 |
| Lpl Financial Llc | Rio Rancho | NM | 10/2024 | Present |
1- 08/2024 / Graceful Wealth / DBA for LPL Business (entity for LPL business) / INV RLTD / 160 HRS MNTH / 8 HRS DURING TRADING / START 10/11/2024 2- 08/2024 / Real Estate Rental / INV RLTD / 5 HRS MNTH / START 01/01/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-18 |
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