Alan David Goodman

Current Employers

Employment History

• 08/2013 → 05/2018
  Chrome Asset Management Llc
  Denver, CO
• 05/2018 → 12/2023
  Wealthsource Partners, Llc
  Louisville; Boulder (2022-23); Superior (2020-22), CO
• 12/2023 → Present
  Maia Wealth
  Denver, CO

Previous Registrations

• 2018-05-07 → 2024-01-09
  Wealthsource®
  Boulder, CO
  Boulder, CO
  Superior, CO
  Boulder, CO
  Boulder, CO
  Boulder, CO
  Louisville, CO
• 2013-09-26 → 2018-05-04
  Chrome Asset Management
  Denver, CO

Other Businesses

1.) UNIVERSITY OF COLORADO BOULDER; NOT INVESTMENT RELATED; 1111 ENGINEERING DRIVE, BOULDER, CO 80309; EDUCATIONAL INSTITUTION; INDUSTRY LIAISON; APRIL 2014 START DATE; 10 HRS PER MONTH DEVOTED; 0 HRS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS; MANAGE RELATIONSHIPS BETWEEN THE ENGINEERING DEPARTMENTS AND THE INDUSTRY. 2.) CLEAR CREEK ASSET MANAGEMENT LLC; NOT INVESTMENT RELATED; PRIVATE RESIDENCE; PASS THROUGH ENTITY FOR INVESTMENT ADVISORY REVENUE AND RELATED BUSINESS EXPENSES; MEMBER AND SOLE OWNER; OCTOBER 17, 2013 START DATE; 1 HOURS PER MONTH DEVOTED; 1 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS; RESPONSIBLE FOR PERFORMING ALL DUTIES NECESSARY TO OPERATE THE ENTITY. INSURANCE AGENT. VARIOUS CARRIERS. NOT INVESTMENT RELATED. TRADING HOURS TIME SPENT= 15 HOURS PER MONTH

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-09-26