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Denver, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-10-08 |
Branch Locations
Carrollton, TX • United States
Denver, CO • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jolliffe Capital, Inc. | Scottsbluff | NE | 05/2006 | 06/2018 |
| Familywealth Advisers, Llc | Denver | CO | 05/2019 | 03/2020 |
| Advisersource.COm, Llc | Denver | CO | 09/2017 | 12/2017 |
| Familywealth Advisers, Llc | Denver | CO | 06/2018 | 05/2019 |
| Familywealth Asset Management | Dallas | TX | 03/2020 | 01/2023 |
| Familywealth Advisers | Denver | CO | 03/2020 | 01/2023 |
| Sunbelt Securities Inc | Houston | TX | 03/2023 | 12/2023 |
| Wave 8 Wealth Management, Llc | Denver | CO | 01/2024 | 03/2026 |
| Martino Capital, Llc | Denver | CO | 03/2026 | Present |
1) Independent Insurance Sales (OBA): Not investment related. 5192 County Road 36, Harrisburg, NE 69345, Insurance sales, whole/universal life and term life. Start: 1994. No relationship. 9 hours a month, some during trading hours. 2) Innovative Financial Partners LLC - Solicitor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-22 |
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