Moncherie Lenae Mason

Current Employers

Employment History

• 03/2012 → 11/2017
  Princor Financial Services Corporation
  Denver, CO
• 03/2012 → 11/2017
  Principal Life Insurance Company
  Denver, CO
• 12/2017 → 08/2019
  Lpl Financial, Llc
  Denver, CO
• 12/2017 → 08/2019
  Global Retirement Partners, Llc
  Denver, CO
• 02/2020 → Present
  Icma-Rc Services, Llc
  Washington, DC
• 08/2019 → 01/2020
  Unemployed
  Aurora, CO

Previous Registrations

• 2017-12-20 → 2019-08-06
  Global Retirement Partners Llc
  Denver, CO
  San Rafael, CA
• 2012-08-20 → 2017-12-13
  Principal Securities, Inc.
  Denver, CO
  Denver, CO
  Des Moines, IA
• 2008-09-08 → 2010-01-05
  Allspring Funds Management, Llc
  San Francisco, CA
• 2007-10-18 → 2008-07-21
  Old Mutual Capital
  Denver, CO

Other Businesses

(1) Cornerstone Tax and Financial Solutions. Non-investment related. 17066 E Ohio Dr., Apt 211, Aurora, CO 80017. Tax preparation. President/CEO. Start date: 09/01/2016. Number of hours/month devoted to the other business: 56; zero during trading hours. Duties: Tax preparation. | (2) Name: The Second Chance Center. Investment related. Nature of Business: We provide the formerly incarcerated, and their network, with education, resources, and support to successfully re-enter the community and cultivate a rewarding life. Address: 224 Potomac St. Aurora, CO 80011. Position: President - Board of Directors. (Voluntary position.) Start Date: Elected president August 1, 2025. Hours per month devoted to other business 2-5; during securities trading hours 0. Duties: Oversight of policies and procedures. | (3) Name: Blackhawks Youth Organization. Non-investment related. Address: 2915 High St, Denver, CO 80205. Nature of business: Youth sports and entertainment. Position: Board of Trustees. Start Date: 06/01/2020. Number of hours per month devoted to other business: 1; during securities trading hours 0. Duties: Oversite. | (4) MissionSquare Retirement. Investment related. Nature of Business: MissionSquare is a Delaware non-profit corporation established in 1972 to assist state and local governments and their agencies and instrumentalities ("plan sponsors") in the establishment and maintenance of deferred compensation and qualified retirement plans for their public sector employees. Address: 777 N. Capitol Street, NE, Washington, DC 20002. Position: Retirement Plans Specialist. Start Date: 2/10/2020. Hours per month devoted to other business 160 (~8hr/day); during securities trading hours (9:30 am-4:00 pm EST): 8.

Exams

• S66 Uniform Combined State Law Examination
  2012-08-11
• S63 Uniform Securities Agent State Law Examination
  2000-05-06

Other Names

• Cherie Mason