Best Investors
Account
Sign in
628 Main St, Windsor, CO 80550 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-06-29 |
Branch Locations
Broomfield, CO • United States
628 Main St, Windsor, CO 80550 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management, Inc. | Erie | CO | 04/2008 | 05/2020 |
| Financial Design & Management, Inc. | Erie | CO | 04/2008 | 05/2020 |
| Cosner Financial Group, Llc | Broomfield | CO | 06/2020 | Present |
| Triad Advisors | Norcross | GA | 08/2020 | Present |
1)Cosner Financial Group;investment related;15200 Zuni St,Broomfield,CO 80023;independent RIA;investment advisor rep;6/2020;80 hrs/month;4 hrs during trading;management of advisory business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-02-26 |
Reach out to this advisor