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Zachary Pitman

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
CO RA APPROVED 2026-06-08
  • CO RA
    APPROVED
    Since 2026-06-08

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 05/2026 Present
Edward Jones St Louis MO 03/2021 11/2022
Unemployed Georgetown CO 06/2019 07/2020
Clear Creek Skiing Corporation Dillon CO 03/2019 05/2019
Fifth Third Bank Lexington KY 05/2017 02/2019
College Hunks Hauling Junk And Moving Lexington KY 06/2014 01/2017
Unemployed Lexington KY 02/2017 04/2017
Edward Jones St. Louis MO 08/2020 03/2021
Loveland Ski Area Dillon CO 02/2019 05/2019
Playerprofiler.cOm Fairfield CT 08/2019 12/2019
Missionsquare Investment Services Washington DC 12/2022 04/2026
Missionsquare Retirement Washington DC 12/2022 04/2026
  • 05/2026 → Present
    Innovest Portfolio Solutions
    Denver, CO
  • 03/2021 → 11/2022
    Edward Jones
    St Louis, MO
  • 06/2019 → 07/2020
    Unemployed
    Georgetown, CO
  • 03/2019 → 05/2019
    Clear Creek Skiing Corporation
    Dillon, CO
  • 05/2017 → 02/2019
    Fifth Third Bank
    Lexington, KY
  • 06/2014 → 01/2017
    College Hunks Hauling Junk And Moving
    Lexington, KY
  • 02/2017 → 04/2017
    Unemployed
    Lexington, KY
  • 08/2020 → 03/2021
    Edward Jones
    St. Louis, MO
  • 02/2019 → 05/2019
    Loveland Ski Area
    Dillon, CO
  • 08/2019 → 12/2019
    Playerprofiler.cOm
    Fairfield, CT
  • 12/2022 → 04/2026
    Missionsquare Investment Services
    Washington, DC
  • 12/2022 → 04/2026
    Missionsquare Retirement
    Washington, DC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-14
  • S66 Uniform Combined State Law Examination
    2021-05-14
Other Names
  • Zachary Lyle Pitman

View on SEC IAPD

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Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

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