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6565 Americas Parkway Ne Ste 200, Albuquerque, NM 87110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-08-23 |
Branch Locations
6565 Americas Parkway Ne Ste 200, Albuquerque, NM 87110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Management Investment Distributors, Inc. | Boston | MA | 05/2019 | 06/2021 |
| State Street Bank | Boston | MA | 05/2018 | 04/2019 |
| Merrimack College | North Andover | MA | 09/2014 | 05/2018 |
| Toews Asset Management | New York | NY | 07/2021 | 07/2022 |
| Northern Lights Distributors, Llc | Elkhorn | NE | 07/2021 | 07/2022 |
| Columbia Threadneedle | Boston | MA | 06/2019 | 07/2021 |
| Verkada | San Mateo | CA | 08/2022 | Present |
| Prien Asset Management | Albuquerque | NM | 05/2023 | Present |
Work for a Tech Company as a salesperson as well where I will receive commissions based off what I bring in
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-19 |
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