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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2013-01-07 |
Branch Locations
5525 N Union Blvd # 200, Colorado Springs, CO 80918 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Colorado Springs | CO | 06/2001 | Present |
| Investment Property | Pueblo | CO | 03/2005 | 02/2023 |
| Assurant Health Insurance | Colorado Springs | CO | 09/2008 | Present |
| Anthem Blue Cross | Denver | CO | 12/2008 | Present |
| Debtmerica | Santa Ana | CA | 01/2012 | 07/2022 |
| Transamerica Financial Advisors, Llc | Colorado Springs | CO | 01/2012 | Present |
| Team Chosen Financial, Llc | Colorado Springs | CO | 12/2014 | Present |
| Colorado Choice Health Plans | Alamosa | CO | 05/2016 | Present |
| Team Chosen Financial Llc | Colorado Springs | CO | 01/2020 | Present |
| Chosen Redondo Retreat, Llc | Colorado Springs | CO | 07/2023 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." TEAM CHOSEN FINANCIAL, LLC; NOT INVESTMENT RELATED; 5353 N. UNION BLVD #202, COLORADO SPRINGS CO 80918; AN LLC ESTABLISHED BY ME TO PUT MY OFFICE LEASE UNDER; MEMBER/OWNER; 12/2014; 4 HRS/MONTH; MANAGING THE LLC, FILING AN ANNUAL REPORT Assurant Health Insurance / 0908-Present / Investment Related: No / Colorado Springs, CO / Agent / Individual Health Insurance / Hrs Work Monthly: 5% / Sec Trading Hrs: 5% / Selling health insurance Anthem Blue Cross / 1208-Present / Investment Related: No / Denver, CO / Agent / Health insurance Sales/ Hrs Work Monthly: 5% / Sec Trading Hrs: 5% / Selling health insurance Colorado Choice Health Plans / 0719-Present / Investment Related: Yes / 700 Main St. #100 Alamosa, Co 81101/ Agent/ Health Insurance / Hrs Work Monthly: 2 / Sec Trading Hrs: 0 / Selling health insurance when needed by a client. TEAM CHOSEN FINANCIAL LLC / INVESTMENT RELATED: NO / 14270 PINE GLEN DR WEST COLORADO SPRINGS, CO 80908 / COMMERCIAL REAL ESTATE, OWNER AND EMPLOYEE/ HOURS PER MONTH: 5 / HOURS DURING SECURITIES TRADING HOURS: 0 / KEEPING UP DOCUMENTATION RELATED TO LLC CHOSEN REDONDO RETREAT, LLC POSITION: Member NATURE: Investment Property INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 14270 Pine Glen Dr West, Colorado Springs CO 80908, United States DESCRIPTION: This LLC is for an investment property we are purchasing at the beginning of July 2023. We will have a property management company handling the marketing, and the day to day operations of it. Very little time will be spent by me on it.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-29 |
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