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6721 Academy Rd. Ne Suite B, Albuquerque, NM 87109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-03-27 |
Branch Locations
6721 Academy Rd. Ne Suite B, Albuquerque, NM 87109 • United States
Robertsdale, AL • United States
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 |
|---|---|---|---|---|
| Foothill Securities, Inc. | Rochester Hills | MI | 01/2010 | 12/2016 |
| Legal Services | Rochester Hills | MI | 09/2010 | 12/2018 |
| Insurance Sales | Rochester Hills | MI | 04/2007 | Present |
| Cross State Financial Group | Albuquerque | NM | 11/2016 | Present |
| Crown Capital Securities, Lp | Orange | CA | 12/2016 | 12/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-21 |
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