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MS

Margo Steahly

WEALTHFORGE DISTRIBUTORS
Richmond, VA 23230
Some features on this profile are disabled
CRD#: 2955957
MS

Professional summary

Margo Steahly, who also goes by Margo Aimee Colebourn-boryk, Margo Aimee' Colebourn-boryk, Margo Aimee Colebournboryk, Margo Aimee Steahly, is a registered financial professional currently at WEALTHFORGE DISTRIBUTORS, LLC located in Richmond, Virginia.

Margo is registered as a RR (Registered Representative) and started their career in finance in 1998. Margo has worked at 11 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Margo Aimee Colebourn-Boryk | Margo Aimee' Colebourn-Boryk | Margo Aimee Colebournboryk | Margo Aimee Steahly

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Margo Steahly's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 15, 2026 - Present

WEALTHFORGE DISTRIBUTORS, LLC

Office #1: 3015 W. Moore St. Suite 102, Richmond, VA 23230
BD
CRD#: 330314
Richmond, VA
Past

January 25, 2024 - May 2, 2025

ARETE WEALTH MANAGEMENT, LLC

BD
CRD#: 44856
CHICAGO, IL
Past

January 29, 2018 - November 7, 2023

WEALTHFORGE SECURITIES, LLC

BD
CRD#: 152550
Glen Allen, VA
Past

March 21, 2013 - January 2, 2018

SANDLAPPER SECURITIES, LLC

BD
CRD#: 137906
Springfield, VA
Past

October 26, 2010 - August 28, 2012

USAA FINANCIAL PLANNING SERVICES

RIA
CRD#: 106352
COLORADO SPRINGS, CO
Past

October 26, 2010 - August 28, 2012

USAA FINANCIAL ADVISORS, INC.

BD
CRD#: 129035
COLORADO SPRINGS, CO
Past

December 24, 2008 - July 28, 2010

MCL FINANCIAL GROUP, INC.

BD
CRD#: 41180
LITTLETON, CO
Past

February 10, 2005 - June 2, 2005

JAMES HAROLD GOODE, JR.

BD
CRD#: 16334
SAN CLEMENTE, CA
Past

May 28, 2003 - September 29, 2003

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
CHICAGO, IL
Past

May 27, 2003 - September 29, 2003

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

June 11, 2001 - October 1, 2002

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

May 16, 1998 - May 29, 2001

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(4/15/2026)
RR
Arizona
(4/15/2026)
RR
Arkansas
(4/15/2026)
RR
California
(4/15/2026)
RR
Colorado
(4/15/2026)
RR
Connecticut
(4/15/2026)
RR
Delaware
(4/15/2026)
RR
District of Columbia
(4/15/2026)
RR
Florida
(4/15/2026)
RR
Georgia
(4/15/2026)
RR
Hawaii
(4/15/2026)
RR
Idaho
(4/15/2026)
RR
Illinois
(4/15/2026)
RR
Indiana
(4/15/2026)
RR
Iowa
(4/15/2026)
RR
Kansas
(4/15/2026)
RR
Kentucky
(4/15/2026)
RR
Louisiana
(4/15/2026)
RR
Maine
(4/15/2026)
RR
Maryland
(4/15/2026)
RR
Massachusetts
(4/15/2026)
RR
Michigan
(4/15/2026)
RR
Minnesota
(4/15/2026)
RR
Mississippi
(4/15/2026)
RR
Missouri
(4/15/2026)
RR
Montana
(4/15/2026)
RR
Nebraska
(4/15/2026)
RR
Nevada
(4/15/2026)
RR
New Hampshire
(4/15/2026)
RR
New Jersey
(4/15/2026)
RR
New Mexico
(4/15/2026)
RR
New York
(4/15/2026)
RR
North Carolina
(4/15/2026)
RR
North Dakota
(4/15/2026)
RR
Ohio
(4/16/2026)
RR
Oklahoma
(4/15/2026)
RR
Oregon
(4/15/2026)
RR
Pennsylvania
(4/15/2026)
RR
Rhode Island
(4/15/2026)
RR
South Carolina
(4/15/2026)
RR
South Dakota
(4/15/2026)
RR
Tennessee
(4/15/2026)
RR
Texas
(4/15/2026)
RR
Utah
(4/15/2026)
RR
Vermont
(4/15/2026)
RR
Virginia
(4/15/2026)
RR
Washington
(4/15/2026)
RR
West Virginia
(4/15/2026)
RR
Wisconsin
(4/15/2026)
RR
Wyoming
(4/15/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/31/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/23/2008
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

WD
WEALTHFORGE DISTRIBUTORS, LLC
WEALTHFORGE DISTRIBUTORS, LLC

CRD#: 330314 / SEC#: , 8-71216

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
PREMIUM
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Contact information

Main Address
3015 W. Moore St. Suite 102, Richmond, VA 23230
Mailing Address
3015 W. Moore St. Suite 102, Richmond, VA 23230
Phone number
(804) 956-3365
Established
Virginia since 10/03/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
WEALTHFORGE HOLDINGS, INCPARENT
ARLES, DONNA DIPIETROCFO, POO, PFO6489389
RAPER, JAMES LEROY JRCCO, COO5721253
ROBBINS, GEORGE WILLIAM IVCEO2440106

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEALTHFORGE DISTRIBUTORS, LLC

CRD#: 330314Richmond, VA 23230

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