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1331 17Th Street Suite 800, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-04-13 |
| CO | RA | APPROVED | 2018-04-05 |
Branch Locations
1331 17Th Street Suite 800, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Denver | CO | 02/2015 | 02/2018 |
| Mml Investors Services Llc | Denver | CO | 02/2015 | 02/2018 |
| Maia Wealth, Llc | Denver | CO | 12/2017 | Present |
INSURANCE AGENT. VARIOUS CARRIERS. NOT INVESTMENT RELATED. TRADING HOURS TIME SPENT= 15 HOURS PER MONTH Owner: Marek Financial LLC ("Marek Financial"). Marek Financial is a holding company for the ownership of Maia Wealth. Marek Financial has a subsidiary called bulletwealth.com,LLC. offering online financial industry education through bulletwealth.com. Bulletwealth.com, LLC is a DBA name for Marek Financial, LLC. Owner: O.W.L.S. (On With Life Support). A not-for-profit entity offering mental health coaching services through an app. Compensation received through app sales. Time spent = 5% per month. Managing Member: Powr VI. A not-for-profit entity which empowers to build financial resilience and strengthens communities across America. Clients of Maia Wealth may contribute donations to Powr VI. Time spent = 5% per month. Marek Media Management LLC: Managing member. This entity is used for personal investments in billboards. Time spent = 1% per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-25 |
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