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Current Employers
Kozak & Tripp Private Asset Management, Inc.

1805 Shea Center Drive Suite 220, Highlands Ranch, CO 80129 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-05-25
  • CO RA
    APPROVED
    Since 2026-05-25

Branch Locations

1805 Shea Center Drive Suite 220, Highlands Ranch, CO 80129 • 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
Kozak & Tripp Priavte Asset Management Highlands Ranch CO 04/2024 Present
The Home Depot Highlands Ranch CO 08/2020 07/2021
Waterway Carwash Lone Tree CO 06/2019 07/2020
Metro District Parks And Recreation Highlands Ranch CO 04/2018 08/2018
Mountain Vista High School Highlands Ranch CO 08/2018 06/2021
Unemployed Highlands Ranch CO 07/2021 04/2024
Sudent Highlands Ranch CO 01/2014 Present
  • 04/2024 → Present
    Kozak & Tripp Priavte Asset Management
    Highlands Ranch, CO
  • 08/2020 → 07/2021
    The Home Depot
    Highlands Ranch, CO
  • 06/2019 → 07/2020
    Waterway Carwash
    Lone Tree, CO
  • 04/2018 → 08/2018
    Metro District Parks And Recreation
    Highlands Ranch, CO
  • 08/2018 → 06/2021
    Mountain Vista High School
    Highlands Ranch, CO
  • 07/2021 → 04/2024
    Unemployed
    Highlands Ranch, CO
  • 01/2014 → Present
    Sudent
    Highlands Ranch, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-23
  • S65 Uniform Investment Adviser Law Examination
    2026-05-23

View on SEC IAPD

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