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Joshua R Huene

Maia Wealth

Denver, CO

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Current Employers
Maia Wealth

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-05-17
  • CO RA
    APPROVED
    Since 2023-05-17

Branch Locations

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
Maia Wealth Denver CO 05/2023 Present
Papa Johns Fort Collins CO 01/2017 06/2019
Jersey Mikes Fort Collins CO 04/2021 05/2022
College Hunks Fort Collins CO 04/2021 08/2022
Tiny Tikes Fort Collins CO 05/2021 12/2022
Full-Time Student Fort Collins CO 01/2013 05/2022
Maia Wealth Denver CO 01/2023 04/2023
  • 05/2023 → Present
    Maia Wealth
    Denver, CO
  • 01/2017 → 06/2019
    Papa Johns
    Fort Collins, CO
  • 04/2021 → 05/2022
    Jersey Mikes
    Fort Collins, CO
  • 04/2021 → 08/2022
    College Hunks
    Fort Collins, CO
  • 05/2021 → 12/2022
    Tiny Tikes
    Fort Collins, CO
  • 01/2013 → 05/2022
    Full-Time Student
    Fort Collins, CO
  • 01/2023 → 04/2023
    Maia Wealth
    Denver, CO
Other Businesses

INSURANCE AGENT. VARIOUS CARRIERS. NOT INVESTMENT RELATED. TRADING HOURS TIME SPENT= 15 HOURS PER MONTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-15
  • S65 Uniform Investment Adviser Law Examination
    2023-05-15
Other Names
  • Roark Huene

View on SEC IAPD

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RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz
STEVEN SEARES MURRAY
ANGELA LEACH PIZZICHINI
TANISHA MARIE SIMON
BRET ALLEN ROBERTS
NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

More in Denver, CO

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