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Bart Anthony Skidmore

Skidmore Advisory Services, Inc.

Denver, CO

CRD 1104545

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Employer firm

Skidmore Advisory Services, Inc. CRD 166423

$6.77M regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Skidmore Advisory Services, Inc.

1970 S. Lafayette St., Denver, CO 80210 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2013-03-12
  • CO RA
    APPROVED
    Since 2013-03-12

Branch Locations

1970 S. Lafayette St., Denver, CO 80210 • 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
Skidmore Advisory Services, Inc. Aurora CO 01/2013 Present
Bart A. Skidmore, Cpa Aurora CO 01/2001 Present
Vail Resorts Vail CO 11/2002 Present
Geneva Management Group Denver CO 01/2007 Present
  • 01/2013 → Present
    Aurora, CO
  • 01/2001 → Present
    Bart A. Skidmore, Cpa
    Aurora, CO
  • 11/2002 → Present
    Vail Resorts
    Vail, CO
  • 01/2007 → Present
    Geneva Management Group
    Denver, CO
Previous Registrations
Other Businesses

BART A. SKIDMORE, CPA - NON-INVESTMENT RELATED; AURORA, CO; ACCOUNTING AND TAX FIRM; PRESIDENT SINCE 01/2001; 35 HOURS PER MONTH/15 ARE DURING MARKET HOURS; LICENSED AS A CERTIFIED PUBLIC ACCOUNTANT #12084 CO OCCASSSIONAL TAX WORK GENEVA MANAGEMENT GROUP; NON-INVESTMENT RELATED; AURORA, CO; PROPERTY MANAGEMENT COMPANY; PRESIDENT SINCE 01/2007; 1 HOUR A MONTH - 0 DURING MARKET HOURS; MONITOR RENTAL ACTIVITY OF PROPERTY OWNED.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-06-29
S63 Uniform Securities Agent State Law Examination 1995-02-07
  • S65 Uniform Investment Adviser Law Examination
    2005-06-29
  • S63 Uniform Securities Agent State Law Examination
    1995-02-07

View on SEC IAPD

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