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115 S La Cumbre Lane Suite 201, Santa Barbara, CA 93105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-20 |
Branch Locations
115 S La Cumbre Lane Suite 201, Santa Barbara, CA 93105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackstone Financial Group | Parker | CO | 07/2016 | 12/2016 |
| Colorado Wealth Group | Denver | CO | 06/2017 | 04/2019 |
| West Coast Financial, Llc | Santa Barbara | CA | 04/2019 | 01/2021 |
| Colorado State University | Fort Collins | CO | 08/2011 | 05/2017 |
| Maia Wealth, Llc | Denver | CO | 01/2021 | 07/2023 |
| Painted Porch Advisors Llc | Santa Barbara | CA | 07/2023 | 01/2024 |
| Painted Porch Advisors Llc | Santa Barbara | CA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-23 |
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