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1331 17Th Street Suite 800, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-26 |
| CO | RA | APPROVED | 2018-09-26 |
Branch Locations
1331 17Th Street Suite 800, Denver, CO 80202 • United States
1401 17Th Street Suite 850, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maia Wealth, Llc | Denver | CO | 01/2017 | Present |
| Mml Investors Services, Llc D/B/A Colorado Wealth Group | Denver | CO | 09/2016 | 01/2017 |
| Student | Denver | CO | 09/2008 | 05/2017 |
Insurance Licensed - non-investment related; spends appx 5 hrs a month 2 hrs during trading hours. Provides Accidental, Health and Life Insurance Products. Insurance #18678103 CTV Holdings LLC ("CTV Holdings"). 100% Managing Member. CTV Holdings is a holding company for the ownership of Maia Wealth. CTV Holdings is not affiliated in any other business activities. 1 hour/ month. Saturn's Inheritance, LLC. 100% Managing Member. Entity used as a bookkeeping entity for personal insurance policy. Not affiliated in any other business activities. 1 hour/ month. The Naked Call, Partnership. Managing Member. Entity used for personal podcast interests. Not investment related. 5 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-25 |
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