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Albuquerque, NM • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2023-11-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sunrise Accounting Solutions Llc | Albuquerque | NM | 07/2019 | Present |
| Self | Albuquerque | NM | 08/2009 | Present |
Owner of Sunrise Accounting Solutions LLC. This business is not investment related. The physical address is a private residence. Mailing address is 1209 Mountain Road Place NE Suite 4227, Albuquerque NM 87110. The nature of this business is to provide accounting and bookkeeping services to small business owners. I am the owner and accountant of the business. I started this business in July 2019. Currently I devote 80 hours per month to this business. The majority of these hours are during securities trading hours, up to 10 per month may be after trading hours. My duties include marketing, providing client services, interacting with clients, operations management, and running the business completely solo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-08 |
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