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Current Employers
Proper Money Management Llc

Lakewood, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-01-30
  • CO RA
    APPROVED
    Since 2026-01-30

Branch Locations

Grand Junction, CO • United States

Lakewood, CO • 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
Proper Money Management Llc Grand Junction CO 01/2026 Present
Medicare Mentors Grand Junction CO 09/2023 Present
B Good Insurance Grand Junction CO 07/2021 01/2026
Bankers Life Insurance Grand Junction CO 03/2016 06/2021
  • 01/2026 → Present
    Grand Junction, CO
  • 09/2023 → Present
    Medicare Mentors
    Grand Junction, CO
  • 07/2021 → 01/2026
    B Good Insurance
    Grand Junction, CO
  • 03/2016 → 06/2021
    Bankers Life Insurance
    Grand Junction, CO
Other Businesses

1) Medicare Mentors; Not investment-related; Grand Junction, CO. 81501-7936; Sales support for Medicare plans; Licensed Insurance Agent; Insurance sales; Implementation of health insurance recommendations; Approx. 10% of time during the month. 2) PM Financial Group LLC / 2/2026 - Present / Investment Related / Same Address / Insurance Agent / Commissionable insurance products / Hrs Work Monthly: 40 / Sec Trading Hrs: 4 / Market and Sell Insurance

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-29
  • S65 Uniform Investment Adviser Law Examination
    2025-07-29

View on SEC IAPD

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