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8400 E. Prentice Ave. Suite 1360, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-09-04 |
| TX | RA | APPROVED_RES | 2025-09-04 |
Branch Locations
8400 E. Prentice Avenue Suite 1360, Greenwood Village, CO 80111 • United States
8400 E. Prentice Ave. Suite 1360, Greenwood Village, CO 80111 • United States
1445 Research Boulevard #530, Rockville, MD 20850 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-11-01 |
Branch Locations
1445 Research Boulevard #530, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quantitative Equity Strategies, Llc | Highlands Ranch | CO | 10/2002 | Present |
| Sovereign Private Equity Management, Llc | Highlands Ranch | CO | 04/2007 | 09/2023 |
| Qes Private Equity, Llc | Highlands Ranch | CO | 04/2007 | 10/2024 |
| Family Wealth Management, Llc | Nashville | TN | 10/2016 | 03/2024 |
| Fort Point Capital Partners Llc | San Francisco | CA | 05/2017 | 06/2020 |
| Aveo Capital Partners | Greenwood Village | CO | 06/2020 | Present |
| Tandem Financial, Llc | Greenwood Village | CO | 09/2025 | Present |
| Advisors Preferred Llc | Rockville | MD | 11/2024 | Present |
1) Quantitative Equity Strategies, LLC, Investment-related, 8822 Ridgeline Boulevard, Suite 220, Highlands Ranch, CO 80129, CEO, 2002, 8 hours/month during securities trading hours, pass-through entity for tax purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-10 |
| S65 | Uniform Investment Adviser Law Examination | 1993-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-21 |
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