Robert Frances Edgin

Current Employers

Employment History

• 08/2023 → Present
  Silver Oak Securities, Inc.
  Jackson, TN
• 06/2000 → 04/2023
  American National Insurance
  Colorado Springs, CO
• 10/2000 → Present
  Securities Management And Research, Inc
  Colorado Springs, CO

Previous Registrations

• 2014-06-10 → 2023-08-11
  Bfc Planning, Inc.
  Cedar Rapids, IA
  Colorado Springs, CO

Other Businesses

1). JARO Garden Ranch,Is Not Investment Related,,Rental property,Owner,2017-06-27,2 hours per month,0 hours per month during trading hours,Other Compensation,Residential rental property - no daily duties. Review books 1-2x per month. Compensation is mortgage - rent 2). Milestone Mortgage,Is Not Investment Related,,Residential mortgage,Partner,2021-10-01,4 hours per month,2 hours per month during trading hours,Other Compensation,"Milestone Mortgage (Milestone Investment Group, LLC) - 10% Investor partner in residential mortgage company. No daily duties. 2 board meetings per month. Compensation is owner share of profits distributed." 3). "The Cutting Edge, Realtors",Is Not Investment Related,,Real estate,Partner,2017-07-01,20 hours per month,10 hours per month during trading hours,Other Compensation,Non-licensed partner in real estate company (20% owner). Compensation is a share of any profits distributed 4). Creative One,Is Investment Related,Branch location,Life insurance and annuity sales,Agent,2023-05-17,80 hours per month,80 hours per month during trading hours,Commission Compensation,FMO used to secure licensing and place business with life insurance and annuity insurance companies 5). "JORDEC, LLP",Is Not Investment Related,Branch location,P&C Insurance,PArtner,2023-05-17,120 hours per month,120 hours per month during trading hours,Other Compensation,Compensation is through partner distributions 6). "Edgin Insurance Agency, Inc",Is Not Investment Related,Branch location,"P&C Insurance, Life Insurance",Owner,2000-06-01,2 hours per month,0 hours per month during trading hours,Other Compensation,"Edgin Insurance is the corporation used to receive commissions and owner profits from JORDEC, LLP" 7) "CO Sunset Firepit, LLC",Is Not Investment Related,"5881 N Academy Blvd, , Colorado Springs, CO, 80918, United States",Selling concert tickets for owned seats in music venue,Partner,8/9/2024,1 hours per month,0 hours per month during trading hours,Other Compensation,No job duties other than sharing that tickets are for sale. Compensation distributed as profits from ticket sales 2x per year

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-06-30

Designations