Best Investors
Account
Sign in
Best Investors
Account
Sign in
9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2004-01-13 |
Branch Locations
1400 N Mccoll Rd Suite 208, Mcallen, TX 78501 • United States
Lindale, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Mangement, Inc. | Denver | CO | 04/2003 | Present |
| Coffman Wealth Management | Mcallen | TX | 01/2009 | Present |
1) WILLIAM COFFMAN & COMPANY INC DBA:COFFMAN WEALTH MANAGEMENT LOCATED BRANCH LOCATION. 2) INDEPENDENT AGENT FOR FIXED INSURANCE WITH VARRIOUS INSURANCE CARRIERS. 3) TRUSTEE FOR FAMILY TRUST.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-28 |
Reach out to this advisor