James Allan Roberts

Current Employers

Employment History

• 07/2011 → 06/2019
  Centerpoint Capital Mgmt
  Minneapolis, MN
• 09/2011 → Present
  The Leaders Group Inc
  Littleton, CO
• 06/2019 → Present
  Intera Capital Partners Llc
  Excelsior, MN

Previous Registrations

• 2005-04-19 → 2011-07-15
  Rbc Capital Markets, Llc
  Minneapolis, MN
  Minneapolis, MN

Other Businesses

1.) CHILDREN'S HOME SOCIETY INVESTMENT ENDOWMENT COMMITTEE - 1/1/2007 - Various - Committee Member, overseeing endowment investment strategies and activities, participating in committee overseeing endowment investment assets, Invt Rel, 1 hrs/mo; 1 hrs/mo (during trading hours). 2.) GUSTAVUS ADOLPHUS COLLEGE ENDWOMENT INVESTMENT - 1/1/2004 - Various - Committee Member, review positioning, performance, and future investment strategies for endowment fund, participate in investment committee oversight of gac endowment assets, Invt Rel, 5 hrs/mo; 5 hrs/mo (during trading hours). 3.) INTERA CAPITAL PARTNERS, LLC - 6/18/2019 - 350 Highway 7, #135 Excelsior, Minnesota 55331 - President, 100% Owner, presenting investment offerings to prospects, providing client service, administering the business affairs of the firm, institutional investment sales and service, Invt Rel, 160 hrs/mo; 160 hrs/mo (during trading hours). 4.) TLG ADVISORS, INC. - 9/30/2011 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours). 5.) IBORROW - 10/3/2024 - 350 Highway 7, Suite #135 Excelsior, MN 55331 - Advisor, Advise Loan origination and servicer firm iBorrow regarding Insurance investors interest in accessing real estate loan assets, 10 hrs/mo; 10 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-09-13
• S63 Uniform Securities Agent State Law Examination
  1991-09-05

Other Names

• Jim Roberts