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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-02-10 |
Branch Locations
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
7601 Jefferson Street Ne Suite 360, Albuquerque, NM 87109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| La Cueva High School | Albuquerque | NM | 08/2013 | 05/2017 |
| University Of New Mexico | Albuquerque | NM | 08/2017 | 05/2024 |
| Montessori One | Albuquerque | NM | 02/2015 | 06/2018 |
| Dixon Golf | Albuquerque | NM | 04/2018 | 04/2020 |
| Jinja Bar & Bistro | Albuquerque | NM | 06/2018 | 08/2021 |
| University Of New Mexico | Albuquerque | NM | 08/2021 | 05/2023 |
| Allworth Financial | Albuquerque | NM | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-05 |
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