Best Investors
Account
Sign in
Best Investors
Account
Sign in
9605 Kingston Court Suite 190, Lone Tree, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2009-03-18 |
Branch Locations
9605 Kingston Court Suite 190, Lone Tree, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A&I Financial Services Llc | Lone Tree | CO | 08/2005 | Present |
| Geneos Wealth Management | Lone Tree | CO | 10/2005 | Present |
| A&I Wealth Management | Lone Tree | CO | 01/2023 | Present |
1) WILL WORK UNDER RIA DBA A&I FINANCIAL SERVICES LLC DBA A&I WEALTH MANAGEMENT - IAR AND OWNER, AN INVESTMENT RELATED BUSINESS LOCATED AT BRANCH LOCATION. 2) INDEPENDENT SALES WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) A&I HOLDINGS LLC-OWNER. 4) PUFFERFISH LLC-MEMBER. 5) 9605 KINGSTON COURT LLC-MEMBER. 6) TALL TALES RANCH-BOARD MEMBER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-25 |
Reach out to this advisor