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85 Railroad Place Suite 101A, Saratoga Springs, NY 12866 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-27 |
Branch Locations
85 Railroad Place Suite 101A, Saratoga Springs, NY 12866 • United States
Littleton, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Athenainvest Advisors Llc | Greenwood Village | CO | 01/2008 | 04/2026 |
| Athenainvest, Inc. | Greenwood Village | CO | 08/2007 | Present |
| Quartz Partners Llc | Saratoga Springs | NY | 04/2026 | Present |
ATHENAINVEST, INC.; SOFTWARE SERVICES DATA PROVIDER; SINCE 2005; CEO & DIRECTOR OF RESEARCH;5340 S QUEBEC ST, GREENWOOD VILLAGE, CO. NON-INVESTMENT; 8 HOURS PER WEEK; NO COMPENSATION AT THE PRESENT TIME
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-21 |
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