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7979 E. Tufts Ave. Suite 1700, Denver, CO 80237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-19 |
| CO | RA | APPROVED | 2026-02-19 |
Branch Locations
7979 E. Tufts Ave. Suite 1700, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alps Advisors Inc | Denver | CO | 01/2014 | 04/2018 |
| Red Rocks Capital | Denver | CO | 04/2018 | 02/2020 |
| Quarter Inc | Niwot | CO | 10/2019 | 04/2023 |
| Cr3 Markets Inc. | Greenwood Village | CO | 05/2024 | 08/2025 |
| Cr3 Capital Partners | Greenwood Village | CO | 05/2025 | 08/2025 |
| Innovest Holdings, Inc. | Denver | CO | 08/2025 | Present |
| Castle Placement, Llc | New York | NY | 11/2021 | Present |
2. Castle Placement, LLC; Yes; 1460 Broadway, NY, NY 10036; Limited Purpose Broker-Dealer; Investment Banker; Managing Director; 11/1/21; 15; 2/mo; Private capital raises 5. Innovest Holdings, Inc.; Yes; 7979 East Tufts Avenue, #1700, Denver, CO 80237; Registered Investment Advisor; Investment Consultant;VP; 8/1/2025; 180; 8; Consultant to institutional clients on investment portfolios 3. Chamberlin Capital LLC; no; 2482 South Adams St, Denver, CO 80210; Consulting for fintech startups and/or alternative investment fund start-ups; owner (100%);02/07/2019; 0-2;0-1; consulting
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-01-08 |
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