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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-06-29 |
Branch Locations
743 Horizon Court Ste 385, Grand Junction, CO 81506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers | Grand Junction | CO | 04/1997 | Present |
| Innovative Asset Solutions | Grand Juncton | CO | 01/2008 | Present |
| Mosaic | Grand Junction | CO | 01/2010 | 10/2020 |
| Voya Financial Advisors | Grand Junction | CO | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| City Of Grand Junction | Grand Junction | CO | 05/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF ENTITY:Kiwanis Club; No; 3636 WOODVIEW TRACE; INDIANAPOLIS; IN; 46268-3196; fundraising for children's charity; member/volunteer; 11/4/2008; 12; 12; member/volunteer to help with fundraising 2. NAME OF ENTITY:Shawna Bonner - Rental Property; No; 2700 G ROAD UNIT 2B; GRAND JUNCTION; CO; 81506; Rental Property; Owner; 1/14/2015; 1; 0; Rent and maintain property. 3. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 751 HORIZON COURT STE 250; GRAND JUNCTION; CO; 81506; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 11/4/2008; 24; 24; SALES OF FIXED INSURANCE PRODUCTS 4. NAME OF ENTITY:Innovative Asset Solutions; Yes; 751 HORIZON COURT STE 250; GRAND JUNCTION; CO; 81506; DBA for sales of insurance and investment products; owner; 11/4/2008; 160; 160; sales of insurance and investment products 5.NAME OF OTHER BUSINESS: CITY OF GRAND JUNCTION; INVESTMENT RELATED: NO; ADDRESS: 101 S. 3RD STREET, SUITE 100 GRAND JUNCTION, CO 81501; NATURE OF BUSINESS: TOURIST SERVICES; START DATE: 5/2023; POSITION/TITLE/RELATIONSHIP: AMBASSADOR; APX NUMBER OF HOURS PER WEEK: 12; APX NUMBER OF HOURS DURING TRADING HOURS: 12; BRIEF DESCRIPTION OF DUTIES: ASSIST TOURIST AND RESIDENTS WITH INQUIRIES ABOUT SERVICES AVAILABLE IN DOWNTOWN GRAND JUNCTION AND SURROUNDING AREAS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-13 |
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