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Trevor Nolen Tripp

Kozak & Tripp Private Asset Management, Inc.

Highlands Ranch, CO

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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
CA RA APP_PEND_IARCE 2026-01-01
CO RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED_RES 2018-09-12
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • CO RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED_RES
    Since 2018-09-12

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
Cetera Advisors Llc El Segundo CA 01/2013 10/2018
Kozak & Associates, Inc. Highlands Ranch CO 09/2018 Present
Private Client Services Highlands Ranch CO 10/2018 Present
  • 01/2013 → 10/2018
    Cetera Advisors Llc
    El Segundo, CA
  • 09/2018 → Present
    Kozak & Associates, Inc.
    Highlands Ranch, CO
  • 10/2018 → Present
    Private Client Services
    Highlands Ranch, CO
Previous Registrations
  • 2010-04-09 → 2018-10-10
    Cetera Advisors Llc
    Highlands Ranch, CO
    Greenwood Village, CO
Other Businesses

1) KOZAK & ASSOCIATES. REGISTERED INVESTMENT ADVISOR. OWNER.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-04-08
  • S66 Uniform Combined State Law Examination
    2010-04-08
Other Names
  • Tripp Nolen Trevor

View on SEC IAPD

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