Adam Leigh Truitt

Current Employers

Employment History

• 04/2004 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 12/2012 → Present
  Financial Designs Ltd.
  Denver, CO

Other Businesses

(1) Archdiocese of Denver; 1300 South Steele Street, Denver, CO 80210; 04/2015; Member, audit committee; General accounting and budgeting activities; Not investment related; 1 hour/month; 1 hour/month during business hours; No Compensation. (2) Financial Designs Ltd.; 7979 East Tufts Avenue, Suite 1550, Denver, CO 80237; 01/01/2013; President; Sales and servicing of life insurance policies, insurance or related business activity specified by board; Investment Related; 200 hours/month, 200 hours/month during business hours; Expense Reimbursement; Ownership; Profits; Commissions; Wages/Salary. (3) FDL Acquisition Co., LLC; 7979 East Tufts Avenue, Suite 1550, Denver, CO 80237; 01/01/2018; Principal; Entity formed to receive commissions for all business 2012 and earlier; Investment related; 0 hours/month, 0 hours/month during trading hours; No Compensation. (4) SEEDS OF HOPE; 1300 South Steele St., Denver CO 80210; Community-based Intervention; Not Investment Related; Board Member; Board Member responsibilities; 09/27/2023; 1 hour per month; 1 hour per month during trading hours. (5) LIMITED POA - KATHLEEN TRUITT; 10223 Spring Green Drive, Englewood CO 80112; Limited POA; Investment related; Power of Attorney; Help manage Kathleen's finances; 9/1/2024; 1 hour per month; 0 hours per month during trading hours. (6) LIMITED POA - ROBERT TRUITT; 10223 Spring Green Drive, Englewood CO 80112; Limited POA; Investment related; Power of Attorney; Help manage Robert's finances; 9/1/2024; 1 hour per month; 0 hours per month during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-01-28

Designations

Other Names

• Adam Leigh Truitt
• Adam Leigh Truitt