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Aaron Joseph Cormier

Wealth Watch Advisors, Inc

Englewood, CO

New Brunfels, TX

CRD 5692374

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Employer firm

Wealth Watch Advisors, Inc CRD 172002

$612M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Wealth Watch Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-08-21
MI RA APPROVED 2024-08-21
TX RA APPROVED 2024-08-21
  • CA RA
    APPROVED
    Since 2024-08-21
  • MI RA
    APPROVED
    Since 2024-08-21
  • TX RA
    APPROVED
    Since 2024-08-21

Branch Locations

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

207 E San Antonio Street, New Brunfels, TX 78130 • 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
New York Life Insurance Co. San Antonio TX 10/2020 08/2024
First Service Credit Union Houston TX 02/2018 08/2020
Chartway Federal Credit Union Houston TX 08/2016 02/2018
Nylife Securities Llc San Antonio TX 12/2020 08/2024
University Of Houston Downtown Houston TX 08/2017 08/2019
Eagle Strategies Llc San Antonio TX 10/2022 08/2024
Silverback Financial, Llc New Braunfels TX 08/2024 Present
  • 10/2020 → 08/2024
    New York Life Insurance Co.
    San Antonio, TX
  • 02/2018 → 08/2020
    First Service Credit Union
    Houston, TX
  • 08/2016 → 02/2018
    Chartway Federal Credit Union
    Houston, TX
  • 12/2020 → 08/2024
    Nylife Securities Llc
    San Antonio, TX
  • 08/2017 → 08/2019
    University Of Houston Downtown
    Houston, TX
  • 10/2022 → 08/2024
    San Antonio, TX
  • 08/2024 → Present
    Silverback Financial, Llc
    New Braunfels, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-12
S63 Uniform Securities Agent State Law Examination 2021-01-22
  • S65 Uniform Investment Adviser Law Examination
    2022-10-12
  • S63 Uniform Securities Agent State Law Examination
    2021-01-22
Designations
  • Chartered Financial Consultant
Other Names
  • Aaron J Cormier
  • Aaron Cormier

View on SEC IAPD

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