James Bradley Teegarden

Current Employers

Employment History

• 10/2016 → 07/2023
  Lion Street Advisors
  Boulder, CO
• 12/2016 → 07/2023
  Lion Street Financial
  Boulder, CO
• 01/2005 → Present
  Teegarden Financial Corp
  Boulder, CO
• 03/2020 → Present
  Csenge Advisory Group, Llc
  Boulder, CO
• 08/2023 → Present
  Madison Avenue Securities
  San Diego, CA
• 01/2018 → Present
  Impact Wealth
  Boulder, CA
• 03/2013 → 10/2016
  Triad Advisors, Inc.
  Norcross, GA

Previous Registrations

• 2016-10-06 → 2023-09-18
  Lion Street Advisors, Llc
  Boulder, CO
• 2013-03-22 → 2016-10-07
  Triad Advisors Llc
  Lafayette, CO
  Atlanta, GA
  Boulder, CO
• 2013-01-08 → 2013-03-21
  Mutual Trust Asset Mgmt., Inc.
  Lafayette, CO
  Tampa, FL
• 2006-03-28 → 2008-02-26
  Geneos Wealth Management, Inc.
  Englewood, CO
  Englewood, CO
  Broomfield, CO
• 2003-01-03 → 2006-03-07
  Kestra Investment Services, Llc
  Broomfield, CO
• 2000-09-29 → 2002-08-26
  Cetera Advisors Llc
  Boulder, CO

Other Businesses

1.) NAME: IMPACT WEALTH, LLC; ADDRESS: 4770 BASELINE ROAD SUITE 380, BOULDER, CO 80303; INVESTMENT RELATED: YES; POSITION: CEO - SOLE OWNER ; DUTIES: CEO/MANAGEMENT & FINANCIAL ADVISING AND INSURANCE; HOURS: 25 HRS PER WEEK. START DATE: 01/2018; 2.) NAME: TEEGARDEN FINANCIAL CORP DBA SAVE LITE BUSINESS; ADDRESS: 4770 BASELINE ROAD SUITE 380, BOULDER, CO 80303; INVESTMENT RELATED: NO; POSITION: CEO; DUTIES; HOLDING COMPANY FOR COMMISSIONS: HOURS: 10 HRS PER WEEK; START DATE 01/2004; 3.) NAME: IMPACT WEALTH DBA 1031 GROUP; INVESTMENT RELATED: YES; ADDRESS: 4770 BASELINE ROAD SUITE 380, BOULDER, CO 80303; NATURE OF THE BUSINESS: FINANCIAL PLANNING, INSURANCE, FIAS; POSITION: CEO & FINANCIAL ADVISOR; HOURS PER WEEK: 25 HOURS; START DATE: 01/2018 4.) NAME: CSENGE ADVISORY GROUP; ADDRESS: 4755 E BAY DR., CLEARWATER, FL 33764; INVESTMENT RELATED: YES; POSITION: INVESTMENT ADVISOR REPRESENTATIVE; START DATE: 01/2021; 5.) THE RIDGEBACK GROUP, LLC; INVESTMENT RELATED: YES; POSITION: BOARD MEMBER; DUTIES: BOARD MEMBER / SHARE HOLDER; HOURS PER WEEK: 1 HOUR; START DATE: 01/2024; 5.) AE MEDICARE SOLUTIONS; INVESTMENT RELATED: NO; ADDRESS: 2950 SW MCCLURE RD., TOPEKA, KS 66614; NATURE OF THE BUSINESS: REFERING CLIENTS TO AE MEDICARE TO ASSIST IN THEIR MIDICARE PLANNING; POSITION: REFERRAL PARTNER; HOURS PER WEEK: LESS THAN AN HOUR PER WEEK; START DATE: 6/2/2026

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-07-22
• S65 Uniform Investment Adviser Law Examination
  2012-07-09

Other Names

• Jim Teegarden