Richard David Staves

Current Employers

Employment History

• 11/2013 → 04/2018
  Redhawk Wealth Advisors, Inc
  Minneapolis, MN
• 01/2015 → Present
  Cherry Creek Wealth Management
  Aurora, CO
• 04/2018 → 12/2018
  Cherry Creek Wealth Management
  Aurora, CO
• 10/2018 → 05/2020
  Sheridan Road Advisors, Llc
  Northbrook, IL
• 05/2020 → 03/2021
  Simplicity Wealth, Llc
  Holland, MI
• 03/2021 → 08/2022
  Verity Asset Management
  Durham, NC
• 08/2022 → 05/2023
  Geneos Wealth Management Inc.
  Englewood, CO
• 05/2023 → 10/2024
  Beacon Light Financial Services, Llc
  Englewood, CO
• 01/2024 → Present
  Social Security Education Center
  Littleton, CO
• 06/2024 → Present
  Beacon Light Financial Services, Llc Dba Roots First Wealth Mmgt
  Littleton, CO

Previous Registrations

• 2022-08-18 → 2023-05-10
  Geneos Wealth Management, Inc.
  Englewood, CO
  Englewood, CO
• 2021-03-03 → 2022-08-18
  Verity Asset Management
  Durham, NC
  Aurora, CO
  Englewood, CO
• 2020-05-12 → 2021-03-19
  Simplicity Wealth
  Englewood, CO
  Summit, NJ
• 2018-10-29 → 2020-05-21
  Sheridan Road Advisors, Llc, A Hub International Company
  Englewood, CO
• 2018-04-27 → 2018-12-15
  Cherry Creek Wealth Management
  Englewood, CO
• 2013-11-26 → 2018-04-30
  Redhawk Wealth Advisors, Inc.
  Denver, CO
• 2012-11-09 → 2013-11-13
  Equitable Advisors, Llc
  Lakewood, CO
• 2011-02-25 → 2011-05-26
  Wealth Planning And Management
  West Hills, CA
• 2011-01-07 → 2011-05-25
  World Equity Group, Inc.
  West Hills, CA
  Las Vegas, NV
• 2010-01-26 → 2010-11-09
  Centaurus Financial, Inc.
  Westlake Village, CA
  Anaheim, CA
• 2008-06-02 → 2010-01-12
  Wells Fargo Investments, Llc
  Los Angeles, CA
• 2007-09-24 → 2009-03-05
  Arque Advisors, Llc
  Morgan, VT
• 2007-02-13 → 2009-03-02
  Arque & Co Incororated
  Northridge, CA
• 2007-07-26 → 2008-05-19
  Gbs Financial Corp.
  Northridge, CA
  Ventura, CA
• 2001-03-12 → 2003-12-31
  Commonwealth Financial Network
  Woodland Hills, CA

Other Businesses

1) CHERRY CREEK WEALTH MANAGEMENT; investment-related business - Tax preparation and consulting, accounting - President and owner; 01/2015; 30 hours/month; 30 hours/month during trading hours. 2) Independent Rep with various insurance carriers for FIXED INSURANCE SALES. 3)Social Security Education Center; Littleton, CO; Investment Related; Non-profit; Director; Started 01/2024; Approximately 2 hours spent per month on this activity during securities trading hours; Duties include: Minutes, Treasurer, Advice.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-15
• S63 Uniform Securities Agent State Law Examination
  1988-11-22

Designations