Best Investors
Account
Sign in
7222 Commerce Center Drive Suite 175, Colorado Springs, CO 80919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-09-14 |
| CO | RA | APPROVED | 2017-08-07 |
Branch Locations
7222 Commerce Center Drive Suite 175, Colorado Springs, CO 80919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| It'S Not Just Money, Inc | Colorado Springs | CO | 01/1995 | 12/2017 |
| Peace Of Mind Financial Planning, Inc. | Colorado Springs | CO | 08/2017 | Present |
| Kansas State University - Dept Of Personal Financial Planning | Manhattan | KS | 04/2020 | Present |
(1) Name of business: Bright Leitz Publishing, LLC (publisher of financial books unrelated to investments); Address: Colorado Springs, CO; Position: Owner, Author; Hours per month: 0; Hours during trading: 0. (2) Name of business: Kansas State University (Department of Personal Financial Planning); Address: 343 Justin Hall, Manhattan, KS 68506; Position: Instructor; Start date: 4/2020; Hours per month: 15; Hours during trading: 1. (3) Name of business: CFP Board; Address: 1425 K Street NW, #800, Washington, DC 20005; Position: Member of the Board of Directors; Start date: 1/1/24; Hours per month: 10-15; Hours during trading: 9; Duties: Reviewing the vision and mission of the CFP Board.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-01-20 |
Reach out to this advisor