Best Investors Account Sign in
Current Employers
Integrated Benefits, Incorporated

Grand Junction, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 1999-01-01
  • CO RA
    APPROVED
    Since 1999-01-01

Branch Locations

Grand Junction, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Co Denver CO 06/1983 Present
Osaic Wealth, Inc. Glenwood Springs CO 05/1996 Present
Integrated Benefits, Incorporated Grand Junction CO 06/1989 Present
Previous Registrations
Other Businesses

1. INTEGRATED BENEFITS, INCORPORATED POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 01/01/1989 ADDRESS: 321 Shadow Lake Court, Grand Junction CO 81507, United States DESCRIPTION: Integrated Benefits, Incorporated (IBI)is a Registered Investment Advisor (State of Colorado). IBI provides financial planning and business continuity/exiting services to individuals, small and mid-sized business owners and high net-worth individuals. 2. ROY E. STACHNIK D/B/A NEW YORK LIFE INSURANCE POSITION: Statutory Agent - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 05/31/1983 ADDRESS: 321 Shadow Lake Court, Grand Junction CO 81507, United States DESCRIPTION: I have been a career agent for New York Life Insurance Company, since May 31, 1983. On May 1, 2018 I elected to take a Retired Agent's Contract which allows me to sell and service New York Life policyholders that have purchased traditional whole life, universal life, term life and fixed annuities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-02-11
  • S63 Uniform Securities Agent State Law Examination
    1999-02-11
Other Names
  • Roy Edwin Stachnik

View on SEC IAPD

More in Grand Junction, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor