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Current Employers
Sunbelt Securities, Inc.

2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-01-06
NM RA APPROVED 2022-01-06
CA RA APPROVED 2022-01-05
TX RA APPROVED 2022-01-05
VA RA APPROVED 2022-01-05
WY RA APPROVED 2022-01-05
CO RA APPROVED 2019-02-21
  • FL RA
    APPROVED
    Since 2022-01-06
  • NM RA
    APPROVED
    Since 2022-01-06
  • CA RA
    APPROVED
    Since 2022-01-05
  • TX RA
    APPROVED
    Since 2022-01-05
  • VA RA
    APPROVED
    Since 2022-01-05
  • WY RA
    APPROVED
    Since 2022-01-05
  • CO RA
    APPROVED
    Since 2019-02-21

Branch Locations

2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • UNITED STATES

12000 N Pecos St, Ste 290, Westminster, CO 80234 • United States

2700 Post Oak Blvd Ste 1700, Houston, TX 77056 • 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
Sunbelt Securities Inc Houston TX 01/2011 Present
Jolliffe Capital, Inc. Westminster CO 03/2013 06/2018
Familywealth Advisers, Llc Denver CO 01/2018 10/2023
Advisorsource.COm, Llc Denver CO 09/2017 12/2017
  • 01/2011 → Present
    Houston, TX
  • 03/2013 → 06/2018
    Jolliffe Capital, Inc.
    Westminster, CO
  • 01/2018 → 10/2023
    Familywealth Advisers, Llc
    Denver, CO
  • 09/2017 → 12/2017
    Advisorsource.COm, Llc
    Denver, CO
Previous Registrations
  • 2018-01-08 → 2023-11-22
    Aurora, CO
    Lake Mary, FL
  • 2013-03-14 → 2018-06-30
    Jolliffe Capital, Inc.
    Denver, CO
  • 2017-09-27 → 2017-12-31
    Denver, CO
    Lake Mary, FL
  • 2009-04-01 → 2011-01-25
    Evolve Investment Advisors
    Austin, TX
  • 2004-12-16 → 2009-04-16
    Securities America Advisors, Inc.
    Denver, CO
    Denver, CO
    Centennial, CO
  • 2001-10-25 → 2004-12-15
    New England Securities
    Denver, CO
Other Businesses

1)INNOVATIVE FINANCIAL PARTNERS, LLC. (DBA) INVESTMENT RELATED. 12000 N Pecos St, Ste 290, Westminster, CO 80234. REGISTERED REPRESENTATIVE. DBA UNDER SUNBELT SECURITIES, INC. START: 09/01/2015. COMMISSION UNDER SUNBELT SECURITIES INC. 40 HOURS A WEEK, ALL DURING TRADING HOURS. 2) IFP Insurance Services LLC (OBA): Not investment related. 12000 N Pecos St, Ste 290, Westminster, CO 80234. Life/Fixed Insurance. Owner/agent. Start: 12/2020. 2 to 6 hours a week, during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-10-21
  • S66 Uniform Combined State Law Examination
    1999-10-21
Designations
Other Names
  • Chris Metscher

View on SEC IAPD

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