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TC

Tiffany J. Charles

TRACTION FINANCIAL PARTNERS
Littleton, CO 80127
Some features on this profile are disabled
CRD#: 5922639
TC
Tiffany J CharlesTRACTION FINANCIAL PARTNERS

Professional summary

Tiffany J Charles, who also goes by Tiffany J Charles, Tiffany Jean Charles, Tiffany Charles, Tiffany Jean Macbrayne, is a registered financial advisor currently at TRACTION FINANCIAL PARTNERS located in Littleton, Colorado.

Tiffany is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Tiffany has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Tiffany J Charles | Tiffany Jean Charles | Tiffany Charles | Tiffany Jean Macbrayne

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.
1. JDS Capital, LLC. Owner/Managing Member. Entity created for business income and expenses for wealth management practice, including public speaking events, webinars, and podcasts. Time spent = 1-2 hours per month. July 2026. 2. L.E.T.S LLC. Managing Member. Partial ownership of short term rental property managed by a property management company. Time spent = 1-2 hours per month. June 2021. 3. Hughes Rental. Landlord. Ownership oversight and periodic landlord responsibilities. Time spent = 0-1 hours per month. January 2026. 4. bQuest. Board of Directors. Attends monthly calls and offers consulting and sales generation. Receives compensation in the form of equity. Time spent = 5 hours per month. October 2024.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tiffany J Charles's CRS (Customer Relationship Summary).
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

August 5, 2026 - Present

TRACTION FINANCIAL PARTNERS

Office #1: 8321 S Sangre De Cristo Rd. Suite 102, Littleton, CO 80127
RIA
CRD#: 315215
Littleton, CO
Past

September 6, 2018 - July 1, 2026

DESTINY CAPITAL CORPORATION

RIA
CRD#: 111196
DENVER, CO
Past

September 6, 2018 - December 31, 2021

DESTINY CAPITAL SECURITIES CORPORATION

BD
CRD#: 107942
GOLDEN, CO
Past

December 18, 2015 - August 23, 2018

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
GREENWOOD VILLAGE, CO
Past

August 31, 2015 - August 23, 2018

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
GREENWOOD VILLAGE, CO
Past

May 13, 2014 - July 24, 2015

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
GREENWOOD VILLAGE, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TF
TRACTION FINANCIAL PARTNERS
TRACTION FINANCIAL PARTNERS | TRACTION FINANCIAL PARTNERS, LLC

CRD#: 315215 / SEC#: 801-121892

RIA
Registered Investment Advisory firm - (7/28/2021 Approved)

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
(8/5/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/7/2015
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: 5/13/2014
General Securities Representative Examination

Current Firm

TF
TRACTION FINANCIAL PARTNERS
TRACTION FINANCIAL PARTNERS | TRACTION FINANCIAL PARTNERS, LLC

CRD#: 315215 / SEC#: 801-121892

RIA
Registered Investment Advisory firm - (7/28/2021 Approved)
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Contact information

Main Address
168 County Road 648, Encampment, WY 82325-1028
Mailing Address
Phone number
(307) 672-9738
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2A BROCHURE (3/11/2025)

Regulatory assets under management

Total Number of Accounts826
AUM (Assets Under Management)$ 262,778,783

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

TRACTION FINANCIAL PARTNERS

CRD#: 315215Littleton, CO 80127

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