Terry Morris Anderson

Employer firm

Maia Wealth CRD 292817

$973M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 01/2017
  Caa Financial Services, Llc
  Franktown, CO
• 08/2013 → 03/2020
  First Allied Securities Inc
  San Diego, CA
• 09/2013 → 03/2020
  First Allied Advisory Services, Inc.
  Chesterfield, MO
• 02/2017 → 03/2020
  Capital Asset Management, Llc
  Parker, CO
• 02/2017 → Present
  Integrated Financial Architects, Llc
  Parker, CO
• 01/2007 → 12/2016
  Wealth By Design And Management
  Parker, CO
• 02/2017 → Present
  Mountain Sales Tax, Llc
  Parker, CO
• 03/2020 → Present
  Maia Wealth, Llc
  Denver, CO

Previous Registrations

• 2013-08-30 → 2020-04-27
  First Allied Advisory Services, Inc.
  Denver, CO
  Parker, CO
  Englewood, CO
• 2017-06-09 → 2020-04-27
  Capital Asset Management, Llc
  Parker, CO
  Denver, CO
• 2011-09-20 → 2015-03-05
  International Assets Investment Management, Llc
  Orlando, FL
• 2010-08-17 → 2011-08-23
  Capwest Securities, Inc.
  Lakewood, CO
  Greenwood Village, CO
• 2010-03-12 → 2010-06-08
  Qa3 Financial Llc
  Greenwood Village, CO
• 2007-03-30 → 2010-03-01
  Securities America Advisors, Inc.
  Greenwood Village, CO
• 2002-08-26 → 2007-04-03
  Qa3 Financial Llc
  Greenwood Village, CO
  Omaha, NE
• 1999-08-05 → 2002-08-23
  Osaic Fa, Inc.
  Englewood, CO

Other Businesses

1. GERALDINE ANDERSON REVOCABLE TRUST; CO-TRUSTEE; FIDUCIARY POSITION; START DATE 08/15/2014; 4 HOURS PER MONTH. 2. IT IS WRITTEN; BOARD MEMBER; NON-PROFIT ORGANIZATION; START DATE 09/01/2010; 4 HOURS PER MONTH. 3. CAMPION ACADEMY; COMMITTEE MEMBER; NON-PROFIT ORGANIZATION; START DATE 11/01/2013; 80 HOURS PER MONTH. 4. INTEGRATED FINANCIAL ARCHITECTS, LLC; PRESIDENT; INSURANCE (FIXED/LIFE/HEALTH/R&C); START DATE 01/01/2017; 40 HOURS PER MONTH. 6. MOUNTAIN STATE TAX PREP; PARTNER/PRESIDENT; NON-CPA ACCOUNTING AND/OR TAX PREPARATION; START DATE: 02/23/2017; 20 HOURS PER WEEK. INSURANCE AGENT. VARIOUS CARRIERS. NOT INVESTMENT RELATED. TRADING HOURS TIME SPENT= 15 HOURS PER MONTH

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-09-02

Designations

• Certified Financial Planner