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Current Employers
Innovest Portfolio Solutions Llc

7979 E. Tufts Ave. Suite 1700, Denver, CO 80237 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-17
CA RA APPROVED 2024-03-29
TX RA APPROVED 2024-03-29
CO RA APPROVED 2016-06-28
  • FL RA
    APPROVED
    Since 2025-02-17
  • CA RA
    APPROVED
    Since 2024-03-29
  • TX RA
    APPROVED
    Since 2024-03-29
  • CO RA
    APPROVED
    Since 2016-06-28

Branch Locations

7979 E. Tufts Ave. Suite 1700, Denver, CO 80237 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Icma Retirement Corporation Washington DC 12/2004 Present
  • 12/2004 → Present
    Icma Retirement Corporation
    Washington, DC
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-03-06
  • S63 Uniform Securities Agent State Law Examination
    2001-03-06
Designations

View on SEC IAPD

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