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Current Employers
Wealthbuilders Investments

5600 S. Quebec St. Suite 130B, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2025-01-21
  • CO RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2025-01-21

Branch Locations

5600 S. Quebec St. Suite 130B, Greenwood Village, CO 80111 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Authentic Counsel, Llc Dba Wealthbuilders Investments Colorado Springs CO 03/2011 Present
Great Point Capital, Llc Chicago IL 02/2021 08/2021
Mutual Securities, Inc. Camarillo CA 01/2015 02/2021
Center Street Securities, Inc. Chicago IL 08/2021 11/2021
Cabin Securities Englewood CO 11/2021 05/2025
  • 03/2011 → Present
    Authentic Counsel, Llc Dba Wealthbuilders Investments
    Colorado Springs, CO
  • 02/2021 → 08/2021
    Great Point Capital, Llc
    Chicago, IL
  • 01/2015 → 02/2021
    Mutual Securities, Inc.
    Camarillo, CA
  • 08/2021 → 11/2021
    Center Street Securities, Inc.
    Chicago, IL
  • 11/2021 → 05/2025
    Cabin Securities
    Englewood, CO
Previous Registrations
  • 2015-01-23 → 2024-12-31
    Colorado Springs, CO
    Greenwood Village, CO
    Dallas, TX
  • 2007-08-31 → 2015-01-29
    Dallas, TX
    Dallas, TX
    Colorado Springs, CO
  • 2003-06-04 → 2007-09-06
    A. G. Edwards & Sons, Inc.
    Dallas, TX
    Dallas, TX
Other Businesses

Insurance Licensed Life and health Solomon Fund I GP, LLC WealthBuilders Investments is affiliated and under common control and ownership with Solomon Fund I GP, LLC ("Solomon Fund GP"). Solomon Fund GP serves as the General Partner to the private fund managed by WealthBuilders Investments. The General Partner offers third-party investors and clients of our firm direct access to the private fund. WealthBuilders Investments' has a financial incentive to recommend that clients invest in the private fund Solomon Fund GP also owns an equity ownership position in Wildlife Partners, LLC. As such, WealthBuilders Investments has an economic incentive to recommend investments in private funds sponsored by Wildlife Partners, LLC, through the Solomon Fund, as the fees in the Solomon Fund are greater than what would otherwise be charged to an advisory client of WealthBuilders Investments.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-06-02
S63 Uniform Securities Agent State Law Examination 2000-09-11
  • S66 Uniform Combined State Law Examination
    2003-06-02
  • S63 Uniform Securities Agent State Law Examination
    2000-09-11
Designations

View on SEC IAPD

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