Best Investors
Account
Sign in
2038 Caribou Drive Suite 100, Fort Collins, CO 80525 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2021-10-05 |
| CO | RA | APPROVED | 2016-04-26 |
Branch Locations
2015 Central Ave Suite B, Cheyenne, WY 82001 • United States
2038 Caribou Drive Suite 100, Fort Collins, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navigation Financial Services, Inc. | Ft. Collins | CO | 09/2013 | Present |
| Navigation Wealth Management, Inc. | Fort Collins | CO | 04/2016 | Present |
NAVIGATION WEALTH MANAGEMENT. INDIVIDUALLY LICENSED TO SELL LIFE INSURANCE THROUGH VARIOUS INSURANCE COMPANIES. CENTENNIAL CHILDREN'S CHORUS; NOT INVESTMENT RELATED; FORT COLLINS, CO; NON-PROFIT SEMI PROFESSIONAL CHILDREN'S CHOIR; PUBLIC RELATIONS/FUNDRAISING CHAIR; START DATE 08/2019; APPROX 2 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING; ORGANIZING/DELEGATING FUNDRAISING ACTIVITIES FOR THE ORGANIZATION. BUILDING RELATIONSHIPS WITHIN THE COMMUNITY TO THE CHORUS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-16 |
Reach out to this advisor