Best Investors
Account
Sign in
West Simsbury, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2014-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cigna Reinsurance | Bloomfield | CT | 03/2002 | Present |
| Cofunder Advisors, Llc | West Simsbury | CT | 09/2014 | Present |
I AM AN EMPLOYEE OF CIGNA REINSURANCE. MY TITLE IS AVP RISK MANAGEMENT/FINANCIAL ANALYSIS DIRECTOR. THIS POSITION IS NOT INVESTMENT RELATED. I HAVE BEEN IN THIS OR A SIMILAR ROLE SINCE MARCH 2002. CIGNA REINSURANCE REINSURES DEATH AND INCOME BENEFITS ON VARIABLE ANNUITY CONTRACTS ISSUED BY OTHER INSURANCE COMPANIES. MY JOB IS TO ENSURE THE BUSINESS IS ADMINISTERED BY THE INSURANCE COMPANIES CONSISTENT WITH THE REINSURANCE AGREEMENTS AND TO WORK TO RESOLVE DISAGREEMENTS. THERE IS NO RELATIONSHIP BETWEEN MY JOB AT CIGNA REINSURANCE AND MY WORK AT COFUNDER ADVISORS. THE HOURS I WORK FOR CIGNA REINSURANCE VARIES, BUT MOST OF THAT TIME IS DURING TRADING HOURS. COFUNDER ADVISORS DOES NOT PROVIDE INVESTMENT ADVICE WITH RESPECT TO PUBLICLY TRADED SECURITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-20 |
Reach out to this advisor