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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-03-04 |
Branch Locations
3545 West 12Th St #202, Greeley, CO 80634 • United States
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners Financial Services | Scottsdale | AZ | 01/2016 | Present |
| The Master'S Financial Group Inc | Greeley | CO | 12/2015 | 10/2016 |
| Cjr St. Michaels, Llc | Greeley | CO | 03/2013 | 09/2016 |
| Moneymen Of St. Michaels, Llc | Greeley | CO | 10/2007 | 09/2016 |
| Masters At Lake Plaza Llc | Greeley | CO | 12/2015 | Present |
| Masters At Lake Plaza Llc Millennium Financial | Greeley | CO | 12/2015 | Present |
| John Robert Roessig | Greeley | CO | 10/1985 | Present |
| Knights Of Columbus | Greeley | CO | 01/1995 | Present |
1.) JOHN ROBERT ROESSIG - AGENT - NON-VARIABLE INSURANCE - GREELEY, CO - SINCE 10/1985 - INVESTMENT RELATED 2.) MASTERS AT LAKE PLAZA LLC - PARTNER - HELPING CLIENTS WITH INSURANCE AND INVESTMENTS FOR RETIREMENT AND/OR FINANCIAL PLANNING - GREELEY, CO - SINCE 12/2015 - INVESTMENT RELATED 3.) MASTERS AT LAKE PLAZA LLC MILLENNIUM FINANCIAL - PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - GREELEY, CO - SINCE 12/2015 - INVESTMENT RELATED 4.) KNIGHTS OF COLUMBUS - WORTHY CHANCELLOR - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - GREELEY, CO - SINCE 01/1995 - NOT INVESTMENT RELATED 5.) MASTERS AT LAKE PLAZA LLC - MEMBER - BANKING/TAX PURPOSES - GREELEY, CO - SINCE 01/2016 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-05-27 |
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