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Advisor at MAIA WEALTH
DENVER, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MAIA WEALTH | Independent wealth | Jan 14, 2025 | n/a | yes | DENVER, CO | Current employment |
| STRATEGIC WEALTH INVESTMENT GROUP, LLC | Independent wealth | Jun 4, 2021 | Nov 16, 2024 | no | LOUISVILLE, KY|Denver, CO | Previous registration |
| EDWARD JONES | National bd RIA | Dec 16, 2019 | May 14, 2021 | no | CASTLE Pines, CO|Castle Rock, CO|Parker, CO|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC WEALTH INVESTMENT GROUP, LLC | MAIA WEALTH | Nov 16, 2024 | Jan 14, 2025 | 59 | Firm change | RIA to RIA |
| EDWARD JONES | STRATEGIC WEALTH INVESTMENT GROUP, LLC | May 14, 2021 | Jun 4, 2021 | 21 | Firm change | Ibd to RIA |