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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-24 |
| CO | RA | APPROVED | 2023-02-21 |
Branch Locations
1550 Market Street Suite 600, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maia Wealth, Llc | Denver | CO | 09/2018 | 03/2021 |
| Student | Denver | CO | 08/2001 | 06/2019 |
| Maia Wealth, Llc | Denver | CO | 03/2021 | 02/2023 |
| Morgan Stanley Smith Barney Llc | Denver | CO | 02/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2023 | Present |
*560495 - Hang 10x LLC; Investment related: Yes; Denver, Colorado; Real Estate; Investment Committee, Investor (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 0; After business hours: 0; I formed an LLC with a small group of investors to invest in the private company called Goodsurf. I am not involved with the organization in any way beyond my capital contribution.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-11-05 |
| S65 | Uniform Investment Adviser Law Examination | 2019-01-19 |
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