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7979 E. Tufts Ave. Suite 1700, Denver, CO 80237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-09-12 |
| CO | RA | APPROVED | 2023-11-01 |
| CA | RA | APPROVED | 2023-10-31 |
Branch Locations
2239 Harbor Bay Pkwy, Alameda, CA 94502 • United States
7979 E. Tufts Ave. Suite 1700, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Interserv, Llc | Mobile | AL | 07/2014 | 03/2017 |
| Verisight, Inc. | Walnut Creek | CA | 12/2012 | 03/2017 |
| Newport Group, Inc. | Walnut Creek | CA | 03/2017 | 07/2019 |
| Newport Group Consulting, Llc | Lake Mary | FL | 03/2017 | 07/2019 |
| First Republic Investment Management, Inc | San Francisco | CA | 08/2019 | Present |
| First Republic Securities Company, Llc | San Francisco | CA | 01/2022 | Present |
| Innovest Portfolio Solutions Llc | Denver | CO | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-01-14 |
| S65 | Uniform Investment Adviser Law Examination | 2003-12-13 |
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