Gordon K. Tewell
Professional summary
Gordon Kennedy Tewell is a registered financial advisor currently at INNOVEST PORTFOLIO SOLUTIONS LLC located in Denver, Colorado.
Gordon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Gordon has worked at 4 firms and has passed the Series 63, Series 7 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gordon Kennedy Tewell's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 21, 2011 - Present
INNOVEST PORTFOLIO SOLUTIONS LLC
Office #1: 7979 E. Tufts Ave. Suite 1700, Denver, CO 80237July 20, 2001 - March 11, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 26, 1996 - September 7, 2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 20, 1987 - April 13, 1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
August 20, 1987 - April 19, 1988
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
INNOVEST PORTFOLIO SOLUTIONS LLC
CRD#: 106110 / SEC#: 801-51483
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/21/2011)
Exams
Series 8
Date: 9/4/1997
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
INNOVEST PORTFOLIO SOLUTIONS LLC
CRD#: 106110 / SEC#: 801-51483
Contact information
SEC notice filing (8 States and Territories)
Documents
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/31/2025 | ||
| 03/19/2024 | ||
| 04/26/2023 |
Red Flags
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