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Joseph Jacob Kopczynski

Allworth Financial, L.P.

Folsom, CA

Albuquerque, NM

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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2022-06-23
  • NM RA
    APPROVED
    Since 2022-06-23

Branch Locations

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

7601 Jefferson Street Ne Suite 360, Albuquerque, NM 87109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Uasnm, Inc. D/B/A Uas Wealth Advisors Albuquerque NM 09/2004 06/2022
Allworth Financial, L.P. Albuquerque NM 06/2022 Present
  • 09/2004 → 06/2022
    Uasnm, Inc. D/B/A Uas Wealth Advisors
    Albuquerque, NM
  • 06/2022 → Present
    Allworth Financial, L.P.
    Albuquerque, NM
Previous Registrations
  • 2004-11-09 → 2022-06-30
    Uas Wealth Advisors
    Albuquerque, NM
  • 2003-02-13 → 2005-07-08
    Universal Advisory Services Inc
    Albuquerque, NM
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-12-18
  • S63 Uniform Securities Agent State Law Examination
    1985-12-18

View on SEC IAPD

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