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8400 E. Prentice Ave. Suite 1360, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 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
8400 E Prentice Ave Suite 1360, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-03 |
Branch Locations
8400 E Prentice Ave Suite 1360, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-01 |
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