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Steven Andrew Karsh

Innovest Portfolio Solutions LLC

Denver, CO

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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 2025-06-05
MI RA APPROVED 2025-05-07
NY RA APPROVED 2025-05-07
CA RA APPROVED 2025-05-06
CO RA APPROVED 2025-05-05
TX RA APPROVED_RES 2025-05-05
  • FL RA
    APPROVED
    Since 2025-06-05
  • MI RA
    APPROVED
    Since 2025-05-07
  • NY RA
    APPROVED
    Since 2025-05-07
  • CA RA
    APPROVED
    Since 2025-05-06
  • CO RA
    APPROVED
    Since 2025-05-05
  • TX RA
    APPROVED_RES
    Since 2025-05-05

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
Innovest Portfolio Solutions Denver CO 11/2002 08/2023
Ulrich Investment Consultants Greenwood Village CO 09/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-04-04
  • S65 Uniform Investment Adviser Law Examination
    2013-04-04

View on SEC IAPD

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