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Current Employers
Ascension Financial

215 West Magnolia St. Suite 200, Fort Collins, CO 80521 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-11-23
  • CO RA
    APPROVED
    Since 2022-11-23

Branch Locations

215 West Magnolia St. Suite 200, Fort Collins, CO 80521 • United States

Fort Collins, CO • 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
Rlk-Plg Investment Management, Llc Fort Collins CO 04/2022 Present
Northport Capital Management Llc Northfield IL 04/2000 Present
Front Door Building Services Llc Fort Collins CO 07/2016 12/2022
First Response Electric Llc Fort Collins CO 04/2017 12/2022
1052 Partners, Inc. Rosemont IL 06/2021 Present
Jkk Homes Llc Fort Collins CO 03/2018 12/2019
  • 04/2022 → Present
    Rlk-Plg Investment Management, Llc
    Fort Collins, CO
  • 04/2000 → Present
    Northport Capital Management Llc
    Northfield, IL
  • 07/2016 → 12/2022
    Front Door Building Services Llc
    Fort Collins, CO
  • 04/2017 → 12/2022
    First Response Electric Llc
    Fort Collins, CO
  • 06/2021 → Present
    1052 Partners, Inc.
    Rosemont, IL
  • 03/2018 → 12/2019
    Jkk Homes Llc
    Fort Collins, CO
Other Businesses

1052 PARTNERS, INC ROSEMONT, IL 60018 CONSULTING CORPORATE DEVELOPMENT DIRECTOR SINCE 06/2021 NOT INVESTMENT RELATED NORTHPORT CAPITAL MANAGEMENT LLC NORTHFIELD IL 60093 PARTNER MANAGING THE WINDING DOWN OF PAST PRIVATE EQUITY INVESTMENTS SINCE 04/2000 INVESTMENT RELATED PICKLR VENTURES LLC MANAGER OF A PRIVATE EQUITY VEHICLE SINCE 01/2023 PARTNER PICKLR INC. OPERATOR OF INDOOR PICKLE BALL FACILITIES SINCE 01/2023 CFO as of 07/2023 NOT INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-23
  • S65 Uniform Investment Adviser Law Examination
    2022-11-23
Other Names
  • Josh Shelby

View on SEC IAPD

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