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Longmont, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-26 |
| NY | RA | APPROVED | 2026-05-01 |
| CO | RA | APPROVED | 2026-04-30 |
| GA | RA | APPROVED | 2026-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Magellan Federal | Arlington | VA | 09/2023 | Present |
| United States Navy | Norfolk | VA | 06/2010 | 09/2022 |
| Zeiders Enterprises | Woodbridge | VA | 05/2023 | 08/2023 |
| Best Life Financial Planning, Llc | Warner Robins | GA | 02/2026 | Present |
| N/A | Centreville | VA | 10/2022 | 04/2023 |
Name: Magellan Federal Investment-related: No Nature of Business: Support for military personnel Position/Title/Relationship/Duties: Personal Financial Counselor Start Date: 09/2023 # hours/month: Less than 5 # hours/month during trading hours: Less than 20
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-15 |
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