Best Investors
Account
Sign in
Best Investors
Account
Sign in
Lakewood, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Cranford | NJ | 01/2021 | 01/2024 |
| Bankers Life And Casualty | Greenwood Village | CO | 03/2006 | 10/2020 |
| Bankers Life Securtities, Inc. | Greenwood Village | CO | 05/2016 | 10/2020 |
| Transamerica Agency Network | Cranford | NJ | 09/2020 | Present |
| Pm Financial Group Llc | Denver | CO | 10/2020 | Present |
| The American Legion | Lakewood | CO | 06/2022 | 05/2023 |
| Proper Money Management Llc | Lakewood | CO | 01/2024 | Present |
| Transamerica Financial Advisors, Inc. | Cranford | NJ | 07/2023 | 01/2024 |
1) PM Financial Group LLC / 10/2020 - Present / Investment Related / Same Address / Owner / Sell Fixed Insurance / Hrs Work Monthly: 40 / Sec Trading Hrs: 4 / Market and Sell Insurance 2) TRANSAMERICA AGENCY NETWORK / Investment Related / 14 COMMERCE DR STE 300 Cranford, NJ 07016 / INSURANCE SALES / INDEPENDENT CONTRACTOR / Since 09/2020 / 80 hours per month / 80 hours per month during trading hours / SELL INSURANCE POLICIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-15 |
Reach out to this advisor