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Edgewood, NM • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-02-18 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Finalis Securities Llc | New York | NY | 07/2023 | Present |
| Now Capital Partners | Salt Lake City | UT | 11/2022 | Present |
| Start Your Wish, Llc | Albuquerque | NM | 09/2015 | Present |
| Affinity Ventures | Albuquerque | NM | 09/2019 | 01/2023 |
| Business Cost Cutters | Albuquerque | NM | 05/2019 | 01/2023 |
| Quality Sleep Solutions | Albuquerque | NM | 04/2005 | 04/2019 |
| Finance Wisdom Llc | Albuquerque | NM | 02/2025 | Present |
1.) Now Capital Partners; investment-related; 6404 Winter Haven Dr NW, Albuquerque, NM, 87120l Investment Banking; Director; 11/22/2022; 170; 160; Helping business owners sell their company using an M&A Process. 2.) Start Your Wish; not investment-related; 6404 Winter Haven Dr NW, Albuquerque, NM, 87120; LLC that holds commercial real estate; Landlord; 08/01/2015; 1; 0; I am the landlord of a medical office with 1 tenant.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-11 |
| S65 | Uniform Investment Adviser Law Examination | 2025-02-14 |
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