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Darcy Borella Gonsalves

Maia Wealth

Austin, TX

Denver, CO

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Current Employers
Maia Wealth

1331 17Th Street Suite 800, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-01-23
  • TX RA
    APPROVED
    Since 2020-01-23

Branch Locations

14101 Highway 290 West, Austin, TX 78737 • United States

1331 17Th Street Suite 800, Denver, CO 80202 • 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
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
  • 08/2017 → 01/2020
    Trilogy Capital
    Denver, CO
  • 04/2017 → 05/2017
    Unemployed
    Denver, CO
  • 09/2016 → 03/2017
    Rehab Solutions
    Wheat Ridge, CO
  • 05/2017 → 01/2020
    Trilogy Financial Services
    Denver, CO
  • 01/2020 → Present
    Maia Wealth, Llc
    Tomball, TX
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-21
  • S65 Uniform Investment Adviser Law Examination
    2017-08-21
Designations
Other Names
  • Darcy Borella
  • Darcy Gonsalves
  • Darcy Borella Gonsalves

View on SEC IAPD

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