Alex Moorhead has been an investment adviser representative at Maia Wealth since July 2023, and is not listed among the firm’s executive officers or direct owners.
Maia Wealth, LLC is a Denver, CO firm with $973M under management, 2,148 clients and 36 advisers across 9 offices, as of its May 2026 filing.
Alex Moorhead’s longest registration is the current one, 3 years at Maia Wealth since 2023.
- Simplicity WealthAlso current– present · under a yearDenver , CO · Adviser representative · Firm CRD 300572
Investment adviser representative registrations
Alex Moorhead is registered as an investment adviser representative in Colorado, since July 2023.
- ColoradoSince 3 July 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 June 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Alex Patten Moorhead
- CRD
- 7775078
- Firm
- Maia Wealth · CRD 292817
- Office
- 1331 17TH STREET, SUITE 800, Denver, CO 80202
- Registration
- Investment adviser registration
- In the industry since
- July 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Alex Moorhead work?
Alex Moorhead is an investment adviser representative registered through Maia Wealth, LLC since July 2023, and is not listed among the firm’s executive officers or direct owners.
Is Alex Moorhead a financial advisor?
Yes. Alex Moorhead has a current investment-adviser registration in Colorado, through Maia Wealth since July 2023.
How many years of experience does Alex Moorhead have?
Alex Moorhead has 3 years in the financial industry, since July 2023, across 2 adviser firms.
What exams has Alex Moorhead passed?
Alex Moorhead passed the Series 65 in June 2023.
Where is Alex Moorhead based?
Alex Moorhead’s registered office is in Denver, CO.
Is Alex Moorhead registered with FINRA?
No. Alex Moorhead has no current broker registration.
How can I verify Alex Moorhead’s record?
Search CRD 7775078 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alex Moorhead’s full registration record.