Best Investors
Account
Sign in
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-12-06 |
| CO | RA | APPROVED | 2023-03-30 |
Branch Locations
1365 Garden Of The Gods Suite 150, Colorado Springs, CO 80907 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Denver | CO | 03/2020 | Present |
| Axio Commercial Real Estate | Denver | CO | 06/2019 | 01/2020 |
| Full Time Student | Boulder | CO | 08/2015 | 05/2019 |
| University Of Colorado Scholarships Divison | Boulder | CO | 01/2017 | 01/2019 |
| Magis Llc | Denver | CO | 06/2017 | 08/2017 |
| City Of Denver | Denver | CO | 05/2016 | 12/2016 |
| Bankers Life Securities, Inc | Denver | CO | 11/2021 | Present |
| Bankers Life Advisory Services | Denver | CO | 02/2023 | Present |
BANKERS LIFE AND CASUALTY POSITION: Unit Field Trainer NATURE: Sale of Life and Health Products Sale of MA products from United Health Care, Humana, and Aetna. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 03/02/2020 ADDRESS: 3401 Quebec St STE 6500, Denver CO 80207, United States DESCRIPTION: Recruit and train insurance agents. I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. MASON FINANCIAL CORP POSITION: President NATURE: Hold Insurance and Brokerage Commissions for Mason Grothuesmann INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/27/2023 ADDRESS: 2100 Welton St Apt 1126, Denver CO 80205, United States DESCRIPTION: Hold Meetings, President
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-23 |
Reach out to this advisor