Best Investors
Account
Sign in
Best Investors
Account
Sign in
Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-08-28 |
| CO | RA | APPROVED | 2012-01-06 |
Branch Locations
9200 E. Mineral Avenue Penthouse Suite 400, Centennial, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Centennial | CO | 10/2004 | Present |
| Rpa, Inc. | Gunnison | CO | 08/2006 | 07/2024 |
| Rocky Mountain Health Plans | Gunnison | CO | 06/2009 | Present |
| Anthem Blue Cross Blue Shield | Gunnison | CO | 06/2009 | Present |
| United Health One | Gunnison | CO | 11/2009 | 01/2017 |
| Transamerica Financial Advisors, Inc | Centennial | CO | 01/2012 | Present |
| Connect For Health Colorado | Gunnison | CO | 11/2013 | 02/2025 |
| Hubbard Creek Outfitters | Hotchkiss | CO | 12/2013 | 02/2023 |
| Trinity Baptist Church | Gunnison | CO | 06/2011 | 01/2025 |
| Netlaw Group Inc. | Louisville | KY | 08/2022 | Present |
| Wealthwave | Johns Creek | GA | 12/2020 | Present |
| Rick Barton Ministries | Gunnison | CO | 04/2023 | 09/2024 |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Anthem Blues Cross Blue Shield / 0409-present/ Investment Related: No / 114 N Boulevard St. Suite 202 Gunnison, Co 81230 / Independent Sales Rep/ Business and Individual Health Insurance / hrs work monthly: 0 / Sec trading hrs: 0 / Business and Individual Health Insurance Rocky Mountain Health Plans / 0709-Present / 114 N Boulevard St. Suite 202 Gunnison, Co 81230/ Independent Sales Rep / Independent Sales Rep / hrs work monthly: 0 / Sec trading hrs: 0 / Individual & small group health plans NETLAW GROUP INC.POSITION: Independent Contractor NATURE: Estate Planning INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/31/2022 ADDRESS: 12910 Shelbyville Road, Suite 124, Louisville KY 40243, United States DESCRIPTION: I will be an independent contractor who receives commissions for referring clients who need estate planning services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-06 |
Reach out to this advisor