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Inactive

Christian Fernando Luna

Maia Wealth

Denver, CO

Park Ridge, IL

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Current Employers
Maia Wealth

1331 17Th Street Suite 800, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-04-24
TX RA APPROVED 2023-04-17
  • IL RA
    APPROVED
    Since 2023-04-24
  • TX RA
    APPROVED
    Since 2023-04-17

Branch Locations

1331 17Th Street Suite 800, Denver, CO 80202 • United States

350 S. Northwest Highway Suite 300, Park Ridge, IL 60068 • 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
Money Concepts Capital Corp. Palm Beach Gardens FL 07/2019 11/2020
Senior Solutions Llc San Antonio TX 07/2017 01/2021
At&T New Braunfels TX 04/2014 10/2017
United States Naval Reserve San Antonio TX 06/2013 10/2016
Wealth Watch Advisors Englewood CO 04/2021 04/2023
Maia Wealth Denver CO 04/2023 Present
Phyxius Financial Group Park Ridge IL 08/2024 Present
  • 07/2019 → 11/2020
    Money Concepts Capital Corp.
    Palm Beach Gardens, FL
  • 07/2017 → 01/2021
    Senior Solutions Llc
    San Antonio, TX
  • 04/2014 → 10/2017
    At&T
    New Braunfels, TX
  • 06/2013 → 10/2016
    United States Naval Reserve
    San Antonio, TX
  • 04/2021 → 04/2023
    Wealth Watch Advisors
    Englewood, CO
  • 04/2023 → Present
    Maia Wealth
    Denver, CO
  • 08/2024 → Present
    Phyxius Financial Group
    Park Ridge, IL
Previous Registrations
Other Businesses

INSURANCE AGENT. VARIOUS CARRIERS. NOT INVESTMENT RELATED. TRADING HOURS TIME SPENT= 15 HOURS PER MONTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-06
  • S65 Uniform Investment Adviser Law Examination
    2021-04-06

View on SEC IAPD

Other Firms

EXCELLERE PARTNERS
ALPINE QUANTITATIVE MANAGEMENT, LLC
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
DREAM U.S. MANAGER LLC
KSL CAPITAL PARTNERS
CIBC PRIVATE WEALTH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz
STEVEN SEARES MURRAY
ANGELA LEACH PIZZICHINI
TANISHA MARIE SIMON
BRET ALLEN ROBERTS
NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

More in Denver, CO

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