Best Investors
Account
Sign in
Grand Junction, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 1999-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-02-11 |
Reach out to this advisor