Best Investors Account Sign in
Inactive

Kyli Mikiko Soto

Innovest Portfolio Solutions LLC

Denver, CO

Claim This Profile
Current Employers
Innovest Portfolio Solutions Llc

7979 E. Tufts Ave. Suite 1700, Denver, CO 80237 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-09-12
FL RA APPROVED 2024-04-21
CA RA APPROVED 2022-06-16
CO RA APPROVED 2022-06-16
TX RA APPROVED 2022-06-16
  • AZ RA
    APPROVED
    Since 2024-09-12
  • FL RA
    APPROVED
    Since 2024-04-21
  • CA RA
    APPROVED
    Since 2022-06-16
  • CO RA
    APPROVED
    Since 2022-06-16
  • TX RA
    APPROVED
    Since 2022-06-16

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
Bluewater Defense, Inc. Corozal PR 11/2010 11/2017
Innovest Portfolio Solutions Llc Denver CO 05/2018 Present
Cookstreet Culinary Academy Denver CO 12/2017 04/2018
  • 11/2010 → 11/2017
    Bluewater Defense, Inc.
    Corozal, PR
  • 05/2018 → Present
    Innovest Portfolio Solutions Llc
    Denver, CO
  • 12/2017 → 04/2018
    Cookstreet Culinary Academy
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-16
  • S65 Uniform Investment Adviser Law Examination
    2022-06-16
Other Names
  • Kyli Mikiko Hanson

View on SEC IAPD

Other Firms

EXCELLERE PARTNERS
ALPINE QUANTITATIVE MANAGEMENT, LLC
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
DREAM U.S. MANAGER LLC
KSL CAPITAL PARTNERS
CIBC PRIVATE WEALTH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz
STEVEN SEARES MURRAY
ANGELA LEACH PIZZICHINI
TANISHA MARIE SIMON
BRET ALLEN ROBERTS
NICHOLAS MICHAEL YIP

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

More in Denver, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor