Best Investors
Account
Sign in
Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-07 |
| CO | RA | APPROVED | 2017-03-25 |
Branch Locations
2000 S Colorado Blvd, Tower Ii Suite 800, Denver, CO 80222 • United States
Lone Tree, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Greenwood Village | CO | 12/1996 | 03/2017 |
| Mml Investors Services, Llc | Denver | CO | 03/2017 | Present |
| Massmutual Life Insurance Co | Denver | CO | 07/2016 | Present |
1) Name: Lutz Financial LLC Inv rel: Y Add: 944 Mercury Circle Littleton, CO 80124 Nature: tax filing purposes Position: owner Start date: 1/1/2017 No. HR/MO: 0 No. HR/MO during sec trading: 0 Describe duties: Set up an Lutz Financial LLC for tax filing purposes only.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-14 |
Reach out to this advisor