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MB

Maia A. Babbs

LARIAT WEALTH MANAGEMENT
DENVER, CO 80111
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CRD#: 4154898
MB

Professional summary


Maia Andrea Babbs, who also goes by Maia Andrea Feyock, Feyock, is a registered financial advisor currently at LARIAT WEALTH MANAGEMENT located in Denver, Colorado.

Maia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Maia has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Maia Andrea Feyock | Feyock

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) - RIA


Click below to view Maia Andrea Babbs'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

June 28, 2021 - Present

LARIAT WEALTH MANAGEMENT

Office #1: 7887 E. Belleview Avenue Suite 1100, Denver, CO 80111
RIA
CRD#: 313820
DENVER, CO
Past

May 27, 2015 - January 19, 2021

OBERMEYER WEALTH PARTNERS

RIA
CRD#: 110069
ASPEN, CO
Past

February 25, 2008 - April 29, 2015

JANUS HENDERSON DISTRIBUTORS US LLC

BD
CRD#: 28832
DENVER, CO
Past

October 12, 2004 - February 8, 2008

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
DENVER, CO
Past

January 21, 2003 - August 16, 2004

GREEN MANNING & BUNCH, LTD.

BD
CRD#: 35120
DENVER, CO
Past

April 17, 2000 - May 13, 2002

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(6/28/2021)
IAR
Texas
(1/8/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 10/14/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LW
LARIAT WEALTH MANAGEMENT
LARIAT WEALTH MANAGEMENT | LARIAT WEALTH MANAGEMENT LLC

CRD#: 313820 / SEC#:

Colorado
Registered Investment Advisory firm - (6/28/2021 Approved)
Texas
Registered Investment Advisory firm - (12/21/2023 Conditional Restricted)
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Contact information


Main Address
7887 E. Belleview Avenue Suite 1100, Denver, CO 80111
Mailing Address
Phone number
(303) 506-7739
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts60
AUM (Assets Under Management)$ 32,995,840

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


LARIAT WEALTH MANAGEMENT

CRD#: 313820Denver, CO 80111

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