Inactive

Richard Michael Todd

Innovest Portfolio Solutions LLC

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Current Employers

Innovest Portfolio Solutions Llc

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	1999-01-01

CO RA
APPROVED

Since 1999-01-01

Branch Locations

4643 S. Ulster St. Suite 1040, 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

Organization	City	State	From	To
Innovest Portfolio Solutions	Denver	CO	07/1996	Present

07/1996 → Present

Innovest Portfolio Solutions

Denver, CO

Other Businesses

INNOVEST PORTFOLIO SOLUTIONS - PRESIDENT

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-11-06
S63	Uniform Securities Agent State Law Examination	1986-05-29

S65 Uniform Investment Adviser Law Examination

1992-11-06
S63 Uniform Securities Agent State Law Examination

1986-05-29

View on SEC IAPD

Other Firms

EXCELLERE PARTNERS

ALPINE QUANTITATIVE MANAGEMENT, LLC

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

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

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