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125 Park Avenue 25Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
125 Park Avenue 25Th Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(1) 20/20 TAX RESOLUTION; NO; BROOMFIELD, CO; TAX CONSULTING; TAX ASSOCIATE; 04/2026; 160/ HRS MO; 160/ HRS MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-06 |
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