Bartley Arthur Corfee

Current Employers

Employment History

• 01/1993 → Present
  Bartley A. Corfee Dba Corfee & Associates
  Evergreen, CO
• 01/2013 → 10/2017
  Cetera Advisors Llc
  Denver, CO
• 11/2017 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 11/2017 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 11/2017 → 12/2018
  20/20 Capital Management, Inc.
  Costa Mesa, CA
• 11/2017 → 12/2018
  20/20 Financial Advisers Llc
  Evergreen, CO
• 08/2018 → Present
  Canvas Financial
  Evergreen, CO
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2017-11-15 → 2019-01-02
  20/20 Capital Management, Inc
  Costa Mesa, CA
• 2001-05-25 → 2017-11-03
  Cetera Advisors Llc
  Greenwood Village, CO
  Evergreen, CO

Other Businesses

Bartley A. Corfee DBA Corfee & Associates; same as branch; inv rel; financial advisory, asset management, life insurance, disability insurance, variable annuities; Owner; start date=01/1993; hrs/mo=6; trading hrs/mo=6; at times clients need insurance life & disability * Canvas Financial; same as branch; inv rel; new organization with AIC that combines six different firms that are already with AIC-shell DBA used for marketing and firm consolidation purposes; Financial Advisor; start date=08/2018; hrs/mo=200; trading hrs/mo=130; financial advisory duties, portfolio management

Exams

• S63 Uniform Securities Agent State Law Examination
  1981-06-05

Designations

Other Names

• Bart Corfee