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Paul Tod Monax

Agile Wealth LLC

Littleton, CO

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Current Employers
Agile Wealth Llc

Littleton, CO • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-01-25
CO RA APPROVED 2021-08-11
  • TX RA
    APPROVED_RES
    Since 2023-01-25
  • CO RA
    APPROVED
    Since 2021-08-11

Branch Locations

Littleton, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Transamerica Financial Advisors, Inc Greenwood Village CO 02/2015 06/2021
World Financial Group, Inc. Greenwood Village CO 10/2014 06/2021
Object Designs, Llc Littleton CO 04/2004 12/2021
Monax Properties, Llc Littleton CO 12/2002 12/2017
Agile Wealth Llc Littleton CO 07/2021 Present
  • 02/2015 → 06/2021
    Transamerica Financial Advisors, Inc
    Greenwood Village, CO
  • 10/2014 → 06/2021
    World Financial Group, Inc.
    Greenwood Village, CO
  • 04/2004 → 12/2021
    Object Designs, Llc
    Littleton, CO
  • 12/2002 → 12/2017
    Monax Properties, Llc
    Littleton, CO
  • 07/2021 → Present
    Agile Wealth Llc
    Littleton, CO
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-05-30
S65 Uniform Investment Adviser Law Examination 2015-05-15
  • S63 Uniform Securities Agent State Law Examination
    2020-05-30
  • S65 Uniform Investment Adviser Law Examination
    2015-05-15
Designations
Other Names
  • Woody Monax

View on SEC IAPD

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