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1331 17Th Street Suite 800, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-04-22 |
| TX | RA | APPROVED | 2025-04-22 |
Branch Locations
1331 17Th Street Suite 800, Denver, CO 80202 • United States
9365 Counselors Row, Indianapolis, IN 46240 • 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 |
|---|---|---|---|---|
| Zumiez | Bloomington | IN | 10/2012 | 12/2016 |
| Charles Schwab & Co., Inc. | Fishers | IN | 06/2018 | 02/2020 |
| Indiana University | Bloomington | IN | 08/2014 | 05/2018 |
| J.P. Morgan Securities Llc | Fishers | IN | 12/2020 | 04/2025 |
| Charles Schwab & Co, Inc. | Ashville | NC | 02/2020 | 12/2020 |
| Maia Wealth | Denver | CO | 04/2025 | Present |
INSURANCE AGENT. VARIOUS CARRIERS. NOT INVESTMENT RELATED. TRADING HOURS TIME SPENT= 15 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-04 |
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