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Current Employers
Wealth Watch Advisors, Inc

S Valley Hwy 8310, Englewood, CO 80112 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-24
TN RA APPROVED 2026-02-17
  • PA RA
    APPROVED
    Since 2026-06-24
  • TN RA
    APPROVED
    Since 2026-02-17

Branch Locations

320 Sevens Springs Way, Brentwood, TN 37027 • United States

S Valley Hwy 8310, Englewood, CO 80112 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc. Fairfield IA 11/2015 08/2018
Cambridge Investment Research Advisors, Inc. Fairfield IA 11/2015 08/2018
Madison Avenue Securities, Llc San Diego CA 08/2018 10/2025
Wealth Watch Advisors Inc Englewood CO 11/2025 Present
Previous Registrations
  • 2018-08-30 → 2025-10-10
    Nashville, TN
    San Diego, CA
    San Diego, CA
    San Diego, CA
  • 2015-11-06 → 2018-09-28
    Nashville, TN
    Brentwood, TN
  • 2014-11-07 → 2015-11-10
    Securities America Advisors, Inc.
    Nashville, TN
  • 2011-08-02 → 2014-11-19
    Msi Financial Services, Inc.
    Memphis, TN
  • 2010-02-01 → 2011-07-28
    Securian Financial Services, Inc.
    Brentwood, TN
  • 2007-04-02 → 2009-06-03
    Morgan Stanley & Co. Llc
    Washington, DC
  • 2007-01-19 → 2007-04-02
    Morgan Stanley Dw Inc.
    Washington, DC
  • 2000-01-24 → 2007-01-23
    Washington, DC
    Washington, DC
Other Businesses

NAME: STEWARDSHIP PRIVATE WEALTH MANAGEMENT (DBA); INV RELATED:YES; ADDRESS:320 SEVEN SPRINGS WAY, SUITE 250, BRENTWOOD, TN 37027; NATURE:INSURANCE SALES (LIFE, HEALTH, LTC, DI, MEDICARE SUPPLEMENT); POSITION:INSURANCE AGENT; START DATE:11/2016; HOURS/MONTH:10; DUTIES:INSURANCE SALES (LIFE, HEALTH, LTC, DI, MEDICARE SUPPLEMENT)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-18
S63 Uniform Securities Agent State Law Examination 1993-03-02
  • S65 Uniform Investment Adviser Law Examination
    2019-02-18
  • S63 Uniform Securities Agent State Law Examination
    1993-03-02
Other Names
  • Kelli Lyn Kauffman

View on SEC IAPD

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