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10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
| ID | RA | APPROVED | 2024-12-09 |
Branch Locations
310 West Bridge Street #8, Hotchkiss, CO 81419 • United States
10 East 53Rd Street 14Th Floor, New York, NY 10022 • 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 02/2007 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 02/2007 | 07/2021 |
| Avera Capital Wealth Management | Grand Junction | CO | 07/2021 | 12/2024 |
| Cedrus Llc | Hotchkiss | CO | 08/2024 | 12/2024 |
| Srs Capital Advisors, Llc | Denver | CO | 12/2024 | Present |
1. THE PREMIER INSURANCE GROUP, 39457 DAVIS ROAD, CRAWFORD, CO 81415; FIXED ONLY INSURANCE SALES; START DATE 7/1/2017; APPROX. 8 HRS. PER MTH; 2. FCA, FELLOWSHIP OF CHRISTIAN ATHLETES, SOUTHERN FELLOWSHIP OF CHRISTIAN ATHLETES, PO BOX 62658, COLORADO SPRINGS, CO 80962; VOLUNTEER THAT HELPS CREATE LONG TERM MINISTRY PLANS FOR REGION AND HELP TO ORGANIZE AND RUN STUDENT EVENTS; START DATE 7/1/2017; APPROX. 8 HRS. PER MTH; NO COMPENSATION. 3. HOTCHKISS HOME PLATE, PO BOX 43, HOTCHISS, CO 81419; TREASURER, CHECK MAIL AND PAYS BILLS WHEN APPROVED BY PRESIDENT; START DATE 12/1/2019; NO COMPENSATION. 4. PROVERBS 16:3 VENTURES DBA REDEMPTION MILL, 1208 CO-92, HOTCHKISS, CO 81419; PARTIAL OWNER OF A MILL AND LUMBER YARD; NOT INVESTMENT RELATED; START DATE 4/10/2021; APPROX 5 HRS PER MONTH; NO COMPENSATION. 5. CNG HOLDINGS, LLC, MANAING MEMBER. PERSONAL REAL ESTATE HOLDING ENTITY. NOT INVESTMENT RELATED. START DATE 5/2022. 3 HOURS PER MONTH. 6. PROVIDENCE PLANNING, LLC, MANAGING MEMBER. BOOKKEEPING ENTITY USED FOR COMPENSATION RECEIVED THROUGH INVESTMENT ADVISORY SERVICES OFFERED THROUGH AVERA CAPITAL WEALTH MANAGEMENT. NOT CLIENT INTERFACING. PERSONAL BOOKKEEPING ONLY. START DATE 6/2021. 7. BUILT ON THE ROCK, LLC, MANAGING MEMBER. PERSONAL REAL ESTATE INVESTMENT ENTITY. NOT INVESTMENT RELATED. START DATE 3/2021. 2 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-25 |
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