Best Investors Account Sign in
Current Employers
Tandem Financial, Llc

8400 E. Prentice Ave. Suite 1360, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-04-29
  • CO RA
    APPROVED
    Since 2026-04-29

Branch Locations

8400 E. Prentice Avenue Suite 1360, Greenwood Village, CO 80111 • United States

8400 E. Prentice Ave. Suite 1360, Greenwood Village, CO 80111 • United States

Meritor Capital

8400 E Prentice Ave Suite 1360, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-12-03
  • CO RA
    APPROVED
    Since 2025-12-03

Branch Locations

8400 E Prentice Ave Suite 1360, Greenwood Village, CO 80111 • 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 07/2014 01/2021
Meritor Capital, Llc Littleton CO 01/2021 Present
Tandem Financial Greenwood Village CO 04/2026 Present
  • 07/2014 → 01/2021
    Innovest Portfolio Solutions
    Denver, CO
  • 01/2021 → Present
    Meritor Capital, Llc
    Littleton, CO
  • 04/2026 → Present
    Tandem Financial
    Greenwood Village, CO
Previous Registrations
Other Businesses

1) MERITOR CAPITAL, LLC.; INVESTMENT RELATED; LITTLETON, CO; INVESTMENT MANAGEMENT AND FINANCIAL PLANNING; PRINCIPAL; 01/2021; 100-120 HRS/MTH DURINGSECURITIES TRADING HOURS; PROVIDE INVESTMENT MANAGEMENT SERVICES TO ONE INSTITUTIONAL CLIENT

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-01
  • S65 Uniform Investment Adviser Law Examination
    2015-07-01

View on SEC IAPD

More in Greenwood Village, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor