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Lakewood, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-29 |
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