Best Investors Account Sign in
Inactive

Brian William Mcauliffe

Lotusgroup Advisors

Denver, CO

Claim This Profile
Current Employers
Lotusgroup Advisors

1005 S. Gaylord Street, Denver, CO 80209 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-06-14
CO RA APPROVED 2023-06-14
NH RA APPROVED 2023-06-14
NY RA APPROVED 2023-06-14
TX RA APPROVED 2023-06-14
  • CA RA
    APPROVED
    Since 2023-06-14
  • CO RA
    APPROVED
    Since 2023-06-14
  • NH RA
    APPROVED
    Since 2023-06-14
  • NY RA
    APPROVED
    Since 2023-06-14
  • TX RA
    APPROVED
    Since 2023-06-14

Branch Locations

1005 S. Gaylord Street, Denver, CO 80209 • 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
Lotusgroup Advisors Denver CO 09/2022 Present
Cigna Denver CO 06/2021 09/2022
Emist Fort Worth TX 08/2020 12/2020
Morningstar Partners, L.P. Fort Worth TX 05/2019 12/2019
Texas Christian University Fort Worth TX 08/2017 05/2021
Libertyville High School Libertyville IL 05/2013 06/2017
  • 09/2022 → Present
    Lotusgroup Advisors
    Denver, CO
  • 06/2021 → 09/2022
    Cigna
    Denver, CO
  • 08/2020 → 12/2020
    Emist
    Fort Worth, TX
  • 05/2019 → 12/2019
    Morningstar Partners, L.P.
    Fort Worth, TX
  • 08/2017 → 05/2021
    Texas Christian University
    Fort Worth, TX
  • 05/2013 → 06/2017
    Libertyville High School
    Libertyville, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-08
  • S65 Uniform Investment Adviser Law Examination
    2023-06-08

View on SEC IAPD

Other Firms

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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor