Ryan David Finch

Current Employers

Employment History

• 04/2015 → 07/2017
  Cobiz Wealth
  Denver, CO
• 08/2017 → 04/2020
  Colorado Financial Service Corporation
  Centennial, CO
• 04/2020 → Present
  Emerson Equity Llc
  San Mateo, CA
• 01/2013 → Present
  Finch Sertich Capital Llc
  Denver, CO
• 09/2014 → 09/2021
  Sharpe Investment Llc
  Denver, CO
• 09/2014 → Present
  Dba Tangible Wealth Solutions
  Greenwood Village, CO
• 07/2015 → Present
  1395 Harlan Llc
  Denver, CO
• 05/2015 → Present
  Approach 99 Llc
  Denver, CO
• 08/2016 → 12/2021
  Tangible Property Solutions Llc
  Greenwood Village, CO
• 11/2014 → Present
  Sharpe Capital Llc
  Denver, CO
• 07/2019 → Present
  Sc Re I Llc
  Greenwood Village, CO
• 11/2020 → Present
  Whitestone Real Estate Fund I Llc
  Denver, CO

Previous Registrations

• 2018-02-12 → 2020-04-22
  Colorado Financial Service Corporation
  Denver, CO
  Centennial, CO
  Greenwood Village, CO
• 2014-09-16 → 2017-03-10
  Cobiz Wealth
  Denver, CO

Other Businesses

1)FINCH SERTICH CAPITAL LLC - P.O. BOX 372327 DENVER CO 80237, MANAGING PARTNER, INVESTEMENT RELATED, NO COMPENSATION, 2 HOURS PER MONTH, 01/2013, MONITOR AND MANAGE THE PROPERTY MANAGERS THAT MANAGE THE SINGLE FAMILY RENTALS OWNED BY THE LLC. 2) DBA TANGIBLE WEALTH SOLUTIONS LLC, 9250 E COSTILLA AVE., STE 105, GREENWOOD VILLAGE, CO 80112, OWNER - PRESIDENT, INVESTMENT RELATED, 15 HOURS, 10/2015 3) 1395 HARLAN LLC, P.O. BOX 372327 DENVER CO 80237, MANAGING PARTNER, INVESTEMENT RELATED, NO COMPENSATION, 2 HOURS PER MONTH, 07/2015, MONITOR AND MANAGE THE PROPERTY MANAGERS THAT MANAGE THE SINGLE FAMILY RENTALS OWNED BY THE LLC 4) APPROACH 99 LLC / P.O. BOX 372327 DENVER CO 80237 / MANAGING PARTNER / INVESTEMENT RELATED / NO COMPENSATION / 2 HOURS PER MONTH, 05/2015, MONITOR AND MANAGE THE PROPERTY MANAGERS THAT MANAGE THE SINGLE FAMILY RENTALS OWNED BY THE LLC 5) SHARPE CAPITAL LLC/9250 E. COSTILLA AVE., STE 105, GREENWOOD VILLAGE, CO 80112/MANAGER/REAL ESTATE INVESTMENT CO, INVESTMENT RELATED; NO COMPENSATION, RECEIVED INVESTMENT RETURNS/20 HOURS PER MONTH, 11/2014, MONITOR AND MANAGE THE COMMERCIAL PROPERTY MANAGER IN CHARGE OF MULTIPLE COMMERCIAL PROPERTIES 6) SC RE I LLC/PO BOX 372327 DENVER CO 80237/MANAGING MEMBER/INVESTMENT RELATED/START DATE 7/16/19, SPENDS ABOUT 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS/EARNS MANAGEMENT FEES, ACQUITION AND DISPOSITION FEES, 07/2019, 5 HRS A MONTH DURING SECURITIES TRADING HOURS. MONITOR AND MANAGE THE PROPERTY MANAGERS THAT MANAGE THE SINGLE FAMILY RENTALS OWNED BY THE LLC 7)- WHITESTONE REAL ESTATE FUND I, LLC-INVESTMENT RELATED-PO BOX 372327, DENVER CO 80237-MANAGING MEMBER-INVESTMENT RELATED; ACQUIRING AND MANAGING REAL ESTATE PROPERTIES-10 HOURS DURING SECURITIES TRADING HOURS; 11/2020, MONITOR AND MANAGE THE PROPERTY MANAGERS THAT MANAGE THE SINGLE FAMILY RENTALS OWNED BY THE LLC 8)-SKYLINE SOCCER ASSOCIATION-NOT INVESTMENT RELATED-3799 S JASON ST ENGLEWOOD CO 80110-YOUTH SOCCER COACH-2 PRACTICES DURING THE WEEK AND ONE GAME ON WEEKENDS. ZERO HOURS DURING SECURITIES TRADING HOURS

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-03-15
• S65 Uniform Investment Adviser Law Examination
  2014-09-16

Designations