Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2017-01-23 |
| TX | RA | APPROVED_RES | 2016-10-05 |
Branch Locations
2580 E Harmony Rd Suite 201, Fort Collins, CO 80528 • United States
Windsor, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Fort Collins | CO | 11/2012 | Present |
| Mml Investors Services, Llc | Fort Collins | CO | 04/2013 | Present |
NAME: LTF FINANCIAL INV REL: Y ADD: 2580 E. HARMONY RD. SUITE 201 FORT COLLINS, CO. 80528 NATURE: Individual Life Insurance Sales POSITION: Sales START DATE: 12/2012 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 (2)NAME: The College Funding Coach INV REL:N ADD: 2580 E. HARMONY RD. SUITE 201 FORT COLLINS, CO. 80528 INV REL: N NATURE: COLLEGE CONSULTING POSITION: Instructor START DATE: 1/01/2016 NO HRS/MO 20 NO HRS/MO DUR TRADING: 5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-28 |
Reach out to this advisor