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1331 17Th Street Suite 800, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-23 |
Branch Locations
14101 Highway 290 West, Austin, TX 78737 • United States
1331 17Th Street Suite 800, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trilogy Capital | Denver | CO | 08/2017 | 01/2020 |
| Unemployed | Denver | CO | 04/2017 | 05/2017 |
| Rehab Solutions | Wheat Ridge | CO | 09/2016 | 03/2017 |
| Trilogy Financial Services | Denver | CO | 05/2017 | 01/2020 |
| Maia Wealth, Llc | Tomball | TX | 01/2020 | Present |
INSURANCE AGENT. VARIOUS CARRIERS. NOT INVESTMENT RELATED. TRADING HOURS TIME SPENT= 15 HOURS PER MONTH DG Financial LLC- flow through S Corp for CDFA work; Approximately 5% of time during the month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-21 |
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