Best Investors
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Account
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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-09-06 |
Branch Locations
2929 N Power Rd Suite 101-C13, Mesa, AZ 85215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybank | Queensbury | NY | 09/2021 | 06/2023 |
| Key Investment Services Llc | Brooklyn | OH | 10/2022 | 06/2023 |
| Word Of Life Fellowship | Pottersville | NY | 08/2019 | 08/2021 |
| Nys Unemployment | Pottersville | NY | 03/2020 | 07/2020 |
| Menards | Mansfield | OH | 06/2019 | 08/2019 |
| Word Of Life Fellowship | Pottersville | NY | 09/2018 | 04/2019 |
| Champion Pump Co Inc | Ashland | OH | 05/2016 | 09/2016 |
| Full Time Student | Na | XX | 08/2010 | 12/2020 |
| Sticks And Stones | Schroon Lake | NY | 07/2022 | 08/2022 |
| Geneos Wealth Management | Mesa | AZ | 06/2023 | 08/2023 |
| Generational Wealth Planning | Mesa | AZ | 06/2023 | 08/2023 |
| Geneos Wealth Management Inc | Mesa | AZ | 08/2023 | Present |
| Generational Wealth Planning | Mesa | AZ | 08/2023 | Present |
1) DBA: will work under GENERATIONAL WEALTH PLANNING located at branch location - 40 hours per week. 2) Independent Rep with various insurance carriers for FIXED INSURANCE SALES done at branch location.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-22 |
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