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Current Employers
Value Investment Professionals, Llc

125 Park Avenue 25Th Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APP_PEND_IARCE 2026-01-01
  • OR RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Bend, OR • United States

125 Park Avenue 25Th Floor, New York, NY 10017 • 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
Value Investment Professionals, Llc New York NY 03/2023 Present
Fortress Financial Services, Inc. Bend OR 07/2005 07/2025
20/20 Tax Resolution Broomfield CO 04/2026 Present
  • 03/2023 → Present
    New York, NY
  • 07/2005 → 07/2025
    Fortress Financial Services, Inc.
    Bend, OR
  • 04/2026 → Present
    20/20 Tax Resolution
    Broomfield, CO
Other Businesses

(1) 20/20 TAX RESOLUTION; NO; BROOMFIELD, CO; TAX CONSULTING; TAX ASSOCIATE; 04/2026; 160/ HRS MO; 160/ HRS MO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-06
  • S65 Uniform Investment Adviser Law Examination
    2021-04-06
Other Names
  • Mike Zacha

View on SEC IAPD

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