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Robert Walton Stebbins

Innovest Portfolio Solutions LLC

Alameda, CA

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Current Employers
Innovest Portfolio Solutions Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-06-25
  • CA RA
    APPROVED
    Since 2020-06-25

Branch Locations

2239 Harbor Bay Parkway, Alameda, CA 94502 • 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
Advisory Consulting Group, Llc Folsom CA 11/2006 04/2020
  • 11/2006 → 04/2020
    Advisory Consulting Group, Llc
    Folsom, CA
Previous Registrations
  • 2013-03-28 → 2020-06-10
    Advisory Consulting Group Llc
    Alameda, CA
  • 2007-01-04 → 2012-12-31
    Advisory Consulting Group Llc
    Alameda, CA
  • 2003-01-15 → 2006-12-12
    Cincinnati Analysts, Inc.
    Oakland, CA
    Oakland, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-01-13
S63 Uniform Securities Agent State Law Examination 1997-01-08
  • S65 Uniform Investment Adviser Law Examination
    1997-01-13
  • S63 Uniform Securities Agent State Law Examination
    1997-01-08

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · ALAMEDA, CA
WELLS FARGO CLEARING SERVICES, LLC · ALAMEDA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ALAMEDA, CA
LPL FINANCIAL LLC · ALAMEDA, CA
EDWARD JONES · ALAMEDA, CA
EDWARD JONES · ALAMEDA, CA
EDWARD JONES · ALAMEDA, CA
U.S. BANCORP ADVISORS, LLC · Alameda, CA

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