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10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-12-09 |
Branch Locations
744 Horizon Court Suite 105, Grand Junction, CO 81506 • United States
10 East 53Rd Street 14Th Floor, New York, NY 10022 • 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 03/2006 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 03/2006 | 07/2021 |
| Avera Capital Wealth Management | Grand Junction | CO | 07/2021 | 12/2024 |
| Cedrus Llc | Grand Junction | CO | 08/2024 | 12/2024 |
| Srs Capital Advisors, Llc | Denver | CO | 12/2024 | Present |
1) INSURANCE AGENT; VARIOUS CARRIERS; Not Investment-related;. 101 S. 3RD STREET, SUITE 300, GRAND JUNCTIONS, CO, INSURANCE SALES; APPRXOX. 8 HRS PER MTH; 2) 01/2022- VIRTUS WEALTH, LLC; Not investment-related; MANAGING MEMBER/ PRESIDENT. BOOKKEEPING ENTITY FOR COMPENSATION AND PAYROLL PURPOSES FOR INVESTMENT ADVISORY SERVICES OFFERED BY AVERA CAPITAL WEALTH MANAGEMENT. 40 HOURS PER MTH. 3) Bookcliff Country Club Men's Club Board; Not Investment-related; 2730 G Road, Grand Junction, CO 81506; advisory committee for planning of men's club tournament formats; Board Member; started 8/2024; 1 hour/month; none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-29 |
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