Best Investors Account Sign in
Current Employers
Cosner Financial Group, Llc

628 Main St, Windsor, CO 80550 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2016-03-31
TX RA APPROVED 2014-01-06
  • CO RA
    APPROVED
    Since 2016-03-31
  • TX RA
    APPROVED
    Since 2014-01-06

Branch Locations

628 Main St, Windsor, CO 80550 • United States

1030 Andrews Highway Suite 112, Midland, TX 79701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cosner Financial Group, Llc Midland TX 09/2008 Present
Triad Advisors Inc Midland TX 06/2011 08/2024
Osaic Wealth, Inc. Midland TX 08/2024 Present
  • 09/2008 → Present
    Midland, TX
  • 06/2011 → 08/2024
    Triad Advisors Inc
    Midland, TX
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Midland, TX
Previous Registrations
Other Businesses

1. COSNER FINANCIAL GROUP, LLC; INVESTMENT RELATED;1030 Andrews Hwy, Ste #112,Midland,TX 79701; RIA; OFFICE MANAGER; 6/2009; 80 HRS/MONTH; 4HRS/DAY; SALARY; PROCESSING PAERWORK, VARIOUS REPORTING 2. GRINGO BUCK COMPANY, LLC POSITION: Owner/Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 04/06/2026 ADDRESS: 5920 Homestead Blvd, Midland TX 79707, United States DESCRIPTION: Manager of a hunting lease.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-08-22
S63 Uniform Securities Agent State Law Examination 2008-01-19
  • S65 Uniform Investment Adviser Law Examination
    2008-08-22
  • S63 Uniform Securities Agent State Law Examination
    2008-01-19
Other Names
  • Jeremy Newton

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Windsor, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor