Inactive

Othneil Stockwell Waud

Ptma Investment Advisors

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Current Employers

Ptma Investment Advisors

717 17Th Street Suite 1850, Denver, CO 80202 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2024-06-21
FL	RA	APPROVED	2024-06-21
MI	RA	APPROVED	2024-06-21
LA	RA	APPROVED	2016-03-01
TX	RA	APPROVED	2016-03-01

CO RA
APPROVED

Since 2024-06-21
FL RA
APPROVED

Since 2024-06-21
MI RA
APPROVED

Since 2024-06-21
LA RA
APPROVED

Since 2016-03-01
TX RA
APPROVED

Since 2016-03-01

Branch Locations

717 17Th Street Suite 1850, Denver, CO 80202 • 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

Organization	City	State	From	To
Public Trust Advisors, Llc	Denver	CO	12/2011	Present

12/2011 → Present

Public Trust Advisors, Llc

Denver, CO

Designations

Other Names

Othneil Stockwell Waud
Othneil Stockwell Waud

View on SEC IAPD

Other Firms

EXCELLERE PARTNERS

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KSL CAPITAL PARTNERS

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RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

TRISHA RENEA MINGO

Nicholas Dean Phillips

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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