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Joseph David Porter

Rock Creek Advisors LLC

Rapid City, SD

CRD 4745508

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Employer firm

Rock Creek Advisors LLC CRD 291281

$54.2M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Rock Creek Advisors Llc

805 Fifth Street, Rapid City, SD 57701-3606 • United States

Current Registrations

AuthorityCategoryStatusDate
SD RA APPROVED 2021-04-07
  • SD RA
    APPROVED
    Since 2021-04-07

Branch Locations

805 Fifth Street, Rapid City, SD 57701-3606 • 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
Orion Advisor Services, Llc Omaha NE 11/2015 10/2019
First Trust Company Llc Rapid City SD 10/2019 Present
Rock Creek Advsiors Rapid City SD 02/2021 Present
  • 11/2015 → 10/2019
    Orion Advisor Services, Llc
    Omaha, NE
  • 10/2019 → Present
    First Trust Company Llc
    Rapid City, SD
  • 02/2021 → Present
    Rock Creek Advsiors
    Rapid City, SD
Previous Registrations
Other Businesses

11/2019 to Present First Trust Company LLC, Rapid City, SD. Full time employee. Director of Investment Administration. Investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-06-25
  • S65 Uniform Investment Adviser Law Examination
    2007-06-25
Other Names
  • Joe Porter

View on SEC IAPD

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