COLI VUL-7 SERIES ACCOUNT

Profile

Company Names

COLI VUL-7 SERIES ACCOUNT

Addresses

8515 EAST ORCHARD ROAD, GREENWOOD VILLAGE, CO 80111

Phone Numbers

3037373000

 

Entity Type:

OTHER

Industry:

OTHER INVESTMENT FUND, POOLED INVESTMENT FUND

Year Incorporated:

> 5 years ago

State Incorporated:

CO

Total Amount Raised:

$1,701,694,432.00

Number of Funding Rounds:

2
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
2
2015-03-27 
$3,160,105.00 
INDEFINITE 
INDEFINITE 
 
1
2002-05-30 
$1,698,534,327.00 
INDEFINITE 
INDEFINITE 
 
People
First Name
Middle Name
Last Name
Titles
Related Companies
INSURANCE COMPANY 
 
GREAT-WEST LIFE + ANNUITY 
PROMOTER
COLI VUL-7 SERIES ACCOUNT   |  COLI VUL-10 SERIES ACCOUNT   |  COLI VUL 11 SERIES ACCOUNT OF GREAT-WEST LIFE + ANNUITY   |  COLI VUL-9 SERIES ACCOUNT   |  COLI VUL-1 SERIES ACCOUNT OF GREAT-WEST LIFE + ANNUITY OF NEW YORK
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
2022-02-01
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2002-05-30 
2021-02-05
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2002-05-30 
2020-02-07
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2002-05-30 
2019-02-01
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2002-05-30 
2018-02-07
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2002-05-30 
2017-02-03
D
Link
OTHER INVESTMENT FUND 
 
 
 
2002-05-30 
2016-02-05
D
Link
OTHER INVESTMENT FUND 
 
 
 
2002-05-30 
2015-04-08
D
Link
OTHER INVESTMENT FUND 
 
 
 
2015-03-27 
2015-02-06
D
Link
OTHER INVESTMENT FUND 
 
 
 
2002-05-30 
2014-02-06
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2002-05-30 
2013-02-07
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2002-05-30 
2012-03-08
D/A
Link
POOLED INVESTMENT FUND 
 
 
 
2002-05-30 
2011-03-11
D/A
Link
POOLED INVESTMENT FUND 
 
 
 
2002-05-30 
2010-03-15
D/A
Link
POOLED INVESTMENT FUND 
 
 
 
2002-05-30 
2009-03-16
D/A
Link
POOLED INVESTMENT FUND 
 
 
 
2002-05-30 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#
KESTRA
42046
BRIAN DONOFRY
2820997
VALMARK SECURITIES, INC.
31243
PHILLIP L. CURRIE, JR.
1942867
VALMARK SECURITIES, INC.
31243
ADAM C. MONSON
6037491
FAS CORP.
43536
JOHN M. ARGUE
2472387
M HOLDINGS SECURITIES, INC.
43285
RHONDA L. MILLER
2817273
NEWPORT GROUP SECURITIES, INC.
29722
SEAN P. DEVLIN
2782108
M HOLDINGS SECURITIES, INC.
43285
DAVID S. HAUPTMAN
2749100
LION STREET FINANCIAL, LLC
165828
BRUCE H. BROWNELL
1779959
UBS FINANCIAL SERVICES, INC.
8174
EDWARD M. LUBELL
2449026
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
2881
GEORGE C. MCGUIRE
1730971
NEWPORT GROUP SECURITIES, INC.
29722
JENNIFER M. KEPHART
5185704
UBS FINANCIAL SERVICES, INC.
8174
JOHN S. FULTON
2481439
NEWPORT GROUP SECURITIES, INC.
29722
KEVIN E. KELLY
4585056
FAS CORP.
43536
KEVIN M. WERNICK
4032668
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
2881
PATRICK J. MARGET
4138813
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
2881
RICHARD D. FRITZ, JR.
2460475
NEWPORT GROUP SECURITIES, INC.
29722
RICHARD J. MELNICK
4399110
UBS FINANCIAL SERVICES, INC.
8174
SARA D. ROTH
3094272
NEWPORT GROUP SECURITIES, INC.
29722
SCOTT A. MCGEE
4768668
KESTRA INVESTMENT SERVICES, LLC
42046
SCOTT R. COHEN
2400506
UBS FINANCIAL SERVICES, INC.
8174
SHAWN M. HINTZ
2626246
UBS FINANCIAL SERVICES, INC.
8174
TRENT V. SANDEN
2877664
UBS FINANCIAL SERVICES, INC.
8174
TROY A. DEBORD
4586464
NEWPORT GROUP SECURITIES, INC.
29722
ANDREW P. ARIGO
2949837
KESTRA INVESTMENT SERVICES, LLC
42046
BRIAN A. DONOFRY
2820997
TRIAD ADVISORS, INC.
25803
CORBY N. DALL
2060321
LINCOLN FINANCIAL ADVISORS CORPORATION
3978
MICHAEL E. NOLAN
1157483
FAS CORP.
43536
SAMIR H. SHETH
2511571
CAPACUITY SECURITIES, INC.
15384
THOMAS A. COOK
5577551
MML INVESTORS SERVICES, LLC
10409
ALAN C. BOLOTIN
2382982
KESTRA INVESTMENT SERVICES, LLC
42046
BO Y. LEE
3268231
EXECUTIVE SERVICES SECURITIES, LLC
25299
FRED HILL
3035352
M HOLDINGS SECURITIES, INC.
43285
SHIRLEY A. H. MCMILLAN
2745761
LOCKTON FINANCIAL ADVISORS, LLC
137476
SUZETTE M. CLARK
3153620
TRIAD ADVISORS, LLC
25803
BRAYDEN D. DALL
5582011
VALMARK SECURITIES, INC.
31243
DAVID H. FISHER
1438120
M HOLDINGS SECURITIES, INC.
43285
EDWARD C. HOUGHTON, IV
735581
VALMARK SECURITIES, INC.
31243
GORDON T. CHISHOLM
2938261
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
2881
JAMES M. FOYT
3152720
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
2881
JEFFERY P. PETERSON
1333145
LPL FINANCIAL, LLC
6413
JEFFREY J. CULLEN
4408760
CETERA ADVISOR NETWORKS, LLV
13572
JEFFREY M. GRATTON
3193171
UBS FINANCIAL SERVICES, INC.
8174
JON P. WILLHITE
1350985
RBC CAPITAL MARKETS, LLC
31194
JONATHAN A. RESIN
2308703
VALMARK SECURITIES, INC.
31243
KENNETH J. DEPAOLA
6312756
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
2881
PHILLIP A. PICKETT
4739154
RBC CAPITAL MARKETS, LLC
31194
PHILLIP S. HAMMIT
2409244
FAS CORP.
43536
RICHARD C. CALLISTER
3185802
UBS FINANCIAL SERVICES, INC.
8174
ROBERT L. VAUGHAN
5054097
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
2881
RUSSELL H. VANDEVELDE, IV
2030209
UBS FINANCIAL SERVICES, INC.
8174
WHITNEY RANDOLPH
5032676
VALMARK SECURITIES, INC.
31243
PHILLIP L. CURRIE, JR.
1942867
JANNEY MONTGOMERY SCOTT LLC
463
ROBERT W. STEINKE
2776185
FAS CORP
43536
DONALD P. HARRINGON
1540881
FAS CORP
43536
SCOTT J. SEIBEL
4047361
VALMARK SECURITIES, INC.
31243
BRUCE H. BROWNELL
1779959
VALMARK SECURITIES, INC.
31243
GREGORY S. CAHILL
1185607
VALMARK SECURITIES, INC.
31243
THOMAS A. COOK
5577551
M HOLDINGS SECURITIES, INC.
43285
DONALD M. TIPPETT, JR.
1039831
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
2881
EDWARD M. KILPATRICK
4384557
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
2881
GARRETT M. BLAHA
6193865
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
2881
GAVIN E. BLAHA
6305001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
2881
GEORGE V. BLAHA
1611833
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
2881
JACLYN M. GUTHMILLER
4857939
M HOLDINGS SECURITIES, INC.
43285
JIMMY D. EDWARDS
4342552
LION STREET FINANCIAL, LLC
165828
KIRK L. PENLAND
3203257
KESTRA INVESTMENT SERVICES, LLC
42046
MICHAEL J. LEVINE
2421477
KESTRA INVESTMENT SERVICES, LLC
42046
MITCHELL K. SMITH
2633032
M HOLDINGS SECURITIES, INC.
43285
PETER M. WILLIAMS
872807
M HOLDINGS SECURITIES, INC.
43285
RHONDA L. MILLER
2817273
INDEPENDENT FINANCIAL GROUP, LLC
7717
RICHARD S. JOHNSON
260104
VALMARK SECURITIES, INC.
31243
STEVEN W. BROADBENT
3135332
M HOLDINGS SECURITIES, INC.
43285
WILLIAM E. SCHANTZ
1923047
VALMARK SECURITIES, INC.
31243
ANDREW B. HART
2605726
KESTRA INVESTMENT SERVICES, LLC
42046
BRIAN A. DONOFRY
2820997
NEWPORT GROUP SECURITIES, INC.
29722
BRYANT W. KIRK
1049653
VALMARK SECURITIES, INC.
31243
CHRISTOPHER H. NYLAND
1613008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
2881
PATRICK T. HORNE
1489041
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
2881
RICHARD A. DEVITA, JR.
1755522
KESTRA INVESTMENT SERVICES, LLC
42046
ROBERT E. NIENABER
2526039
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
2881
SCOTT W. HOLTON
4695319
KESTRA INVESTMENT SERVICES, LLC
42046
WILLIAM D. BYRON, IV
2186967
EXECUTIVE SERVICES SECURITIES, LLC
25299
WILLIAM J. FOLAN
1881520
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
2881
WILLIAM R. HOLTON
1034277
VALMARK SECURITIES, INC.
31243
CRAIG C. MAIN
1170382
AXA ADVISORS, LLC
6627
DAVID L. DEMUTH
1364167
KESTRA INVESTMENT SERVICES, LLC
42046
DAVID W. STECHER
1594959
AXA ADVISORS, LLC
6627
HENRY B. THOMAS
1186107
AXA ADVISORS, LLC
6627
J. RICHARD THOMAS
845846
NEWPORT GROUP SECURITIES, INC.
29722
JOHN M. DAHLE, JR.
2443841
VALMARK SECURITIES, INC.
31243
PAUL S. MURRAY
3213454
KESTRA INVESTMENT SERVICES, LLC
42046
ROBERT H. LEEPER
1635925
VALMARK SECURITIES, INC.
31243
JOSEPH A. THOMPSON
445874
VALMARK SECURITIES, INC.
31243
PHILLIP L. CURRIE, JR.
1942867
NEWPORT GROUP SECURITIES, INC.
29722
MICHAEL D. SHANNON
1314743
VALMARK SECURITIES, INC.
31243
BRUCE H. BROWNELL
1779959
M HOLDINGS SECURITIES, INC.
43285
JIMMY D. EDWARDS
4342552
NEWPORT GROUP SECURITIES, INC.
29722
ANDREW P. ARIGO
2949837
LPL FINANCIAL, LLC
6413
BRAYDEN D. DALL
5582011
VALMARK SECURITIES, INC.
31243
CHRISTOPHER H. NYLAND
1613008
NEWPORT GROUP SECURITIES, INC.
29722
DAVID G. CAMMACK
2752356
VALMARK SECURITIES, INC.
31243
DAVID H. FISHER
1438120
VALMARK SECURITIES, INC.
31243
GORDON T. CHISHOLM
2938261
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
2881
JAMES E. WHISTLER
600296
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
2881
JAMES M. FOYT
3152720
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
2881
JEFFREY P. PETERSON
1333145
VALMARK SECURITIES, INC.
31243
KENNETH J. DEPAOLA
6312756
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
2881
RUSSELL H. VANDEVELDE, IV
2030209
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
2881
SCOTT W. HOLTON
4695319
UBS FINANCIAL
8174
SHAWN M. HINTZ
2626246
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
18487
THOMAS C. FROELICH
1635098
M HOLDINGS SECURITIES, INC.
43285
WILLIAM E. SCHANTZ
1923047
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
2881
WILLIAM R. HOLTON
1034277
VALMARK SECURITIES, INC.
31243
JOSEPH A. THOMPSON
445874
VALMARK SECURITIES, INC.
31243
PHILLIP CURRIE, JR.
1942867
NEWPORT GROUP SECURITIES
29722
MICHAEL D. SHANNON
1314743
M HOLDINGS SECURITIES, INC.
43285
JASON M. BURLIE
4072452
FAS CORP
43536
SCOTT SEIBEL
4047361
LOCKTON FINANCIAL ADVISORS, LLC
137476
SUZETTE M. CLARK
3153620
VALMARK SECURITIES, INC.
31243
BRUCE H. BROWNELL
1779959
FAS CORP
43536
RICHARD C. CALLISTER
3185802
FAS CORP
43536
SAMIR H. SHETH
2511571
NFP ADVISOR SERVICES LLC
42046
SCOTT R. COHEN
2400506
FAS CORP
43536
JOHN ARGUE
2472387
M HOLDINGS SECURITIES, INC.
43285
CRAIG A. RUTLEDGE
1800720
M HOLDINGS SECURITIES, INC.
43285
THOMAS E. MILLER
856008
M HOLDINGS SECURITIES, INC.
43285
KENNETH GIBSON
1192002
M HOLDINGS SECURITIES, INC.
43285
ROBERT J. RAINEY
1794685
M HOLDINGS SECURITIES, INC.
43285
KRISTIN BARENS
1859496
M HOLDINGS SECURITIES, INC.
43285
NEAL GROFF
1457664
VALMARK SECURITIES, INC.
31243
KRISTINE KOPSIAFTIS
2228782
LPL FINANCIAL LLC
6413
CORBY DALL
2060321
CETERA ADVISOR NETWORKS, LLC
13572
RANDY LONG
1147693
M HOLDINGS SECURITIES, INC.
43285
WES SCHANTZ
1923047
FAS CORP.
43536
RICHARD CALLISTER
3185802
FAS CORP.
43536
JOHN ARGUE
2472387
NEWPORT GROUP SECURITIES INC.
29722
MICHAEL SHANNON
1314743
NFP ADVISOR SERVICES LLC
42046
SCOTT COHEN
2400506
NFP ADVISOR SERVICES LLC
42046
JAMES DELAY
64444
VALMARK SECURITIES INC.
31243
JOSEPH A THOMPSON
445874
VALMARK SECURITIES INC.
31243
PHILLIP CURRIE, JR.
1942867
MULLINTBG
43285
JASON BURLIE
4072452
NFP ADVISOR SERVICES LLC
42046
ROBERT E NIENABER
2526039
JANNEY MONTGOMERY SCOTT LLC
463
ROBERT W STEINKE
2776185
FAS CORP
43536
DONALD P HARRINGON
1540881
FAS CORP
43536
SCOTT SEIBEL
4047361
NEWPORT GROUP SECURITIES INC
29722
DAVID CAMMACK
2752356
EXECUTIVE SERVICES SECURITIES LLC
25299
HERMAN R WEHMEIER JR
833473
LINCOLN FINANCIAL ADVISORS GROUP
3978
MICHAEL E NOLAN
1157483
AXA ADVISORS LLC
6627
JAMES R THOMAS JR
845846
AXA ADVISORS LLC
6627
HENRY B THOMAS
1186107
LOCKTON FINANCIAL ADVISORS LLC
137476
SUZETTE M CLARK
3153620
VALMARK SECURITIES
31243
BRUCE H BROWNELL
1779959
FAS CORP
43536
LAWRENCE COMP
5707408
FAS CORP
43536
KAL PETERS
4912475
MULLINTBG
43285
DON TIPPETT
1039831
NFP SECURITIES INC.
42046
SCOTT COHEN
2400506
NFP SECURITIES INC.
42046
JAMES DELAY
64444
NFP SECURITIES INC.
42046
HOWARD SHARFMAN
1753378
VALMARK SECURITIES
31243
JOSEPH THOMPSON
445874
VALMARK SECURITIES
31243
PHILLIP CURRIE, JR.
1942867
FAS CORP.
43536
SAMIR SHETH
2511571
FAS CORP.
43536
KEVIN WERNICK
4032668
NEWPORT GROUP SECURITIES INC.
29722
JENNIFER KEPHART
5185704
M. HOLDINGS SECURITIES INC.
43285
RHONDA MILLER
2817273
M. HOLDINGS SECURITIES INC.
43285
PETER M WILLIAMS
872807
M. HOLDINGS SECURITIES INC.
43285
JASON BURLIE
4072452
APFS WEALTH MANAGEMENT
158964
ROBERT NIENABER
2526039
NFP SECURITIES INC.
42046
THOMAS FROELICH
3188659
NFP SECURITIES INC.
42046
SCOTT COHEN
2400506
NEWPORT GROUP SECURITIES INC.
29722
ANDREW ARIGO
949837
VALMART SECURITIES
31243
BRUCE BROWNELL
1779959
VALMARK SECURITIES
31243
STEVE BROADBENT
3135332
VALMARK SECURITIES
31243
GORDON CHISHOLM
2938261
VALMARK SECURITIES
31243
DAVID FISHER
1438120
PROEQUITIES INC.
15708
CLARK STRUVE
438853
FAS CORP.
43536
DONALD HARRINGTON
1540881
FAS CORP.
43536
SCOTT SEIBEL
4047361
JANNEY MONTGOMERY SCOTT LLC
463
ROBERT STEINKE
2776185
NFP SECURITIES
42046
ROBERT MCCULLOUGH
2553351
NFP SECURITIES
42046
MATTHEW VEATCH
2536890
LOCKTON FINANCIAL ADVISORS LLC
137476
SUZETTE CLAARK
3153620
NFP SECURITIES INC.
42046
HOWARD SHARFMAN
1753378
VALMARK SECURITIES
31243
BRUCE BROWNELL
1779959
NEWPORT
29722
MICHAEL SHANNON
1314743
FASCORP
43536
RICK CALLISTER
3185802
FASCORP
43536
JOHN ARGUE
2472387
NEWPORT
29722
BRYANT KIRK
1049653
NEWPORT GROUP SECURITIES, INC.
29722
MICHAEL SHANNON
1314743
NEWPORT GROUP SECURITIES
29722
JENNIFER M. KEPHART
5185704
FAS CORP.
43536
KEVIN M. WERNICK
4032668
FAS CORP.
43536
JOHN M. ARGUE
2472387
EXECUTIVE SERVICES SECURITIES, LLC
25299
HERMAN R. WEHMEIER JR.
833473
CLARK SECURITIES, INC.
43803
CLARK SECURITIES, INC.
43803
NFP SECURITIES, INC.
42046
NFP SECURITIES, INC.
42046
CLARK FINANCIAL SERVICES
43803
CHRISTOPHER HANNAN NYLAND
1613008
NEWPORT GROUP SECURITIES
29722
RHONDA MILLER
2817273
NFP SECURITIES, INC.
42046
JOE THOMPSON
445874
SUNTRUST INVESTMENT SERVICES, INC.
17499
RAYMOND R. PHOPHATER III
3174547
CAPTRUST FINANCIAL ADVISORS
126291
JON E. STRICKLAND
4517966
CLARK SECURITIES, INC.
43803
ANDREW BRITTON HART
2605726
CLARK SECURITIES, INC.
43803
CARLOS ALBERTO HUERTA
3042039
CLARK SECURITIES, INC.
43803
STEVEN WARREN BROADBENT
3135332
NFP SECURITIES, INC.
42046
BRUCE H. BROWNELL
1779959
NFP SECURITIES, INC.
42046
SCOTT CAHILL
1185607
CLARK FINANCIAL SERVICES
43803
CLARK FINANCIAL SERVICES
43803
SUNTRUST SECURITIES
17499
GARY PLOURDE
2543873
NFP SECURITIES, INC.
42046
NFP SECURITIES, INC.
42046
NORTHWESTERN MUTUAL
2881
RICHARD CALLISTER
3185802
NORTHWESTERN MUTUAL
2881
SAMIR SHETH
2511571
NORTHWESTERN MUTUAL
2881
JEREMY DICKER
2706452
SECURITIES AMERICA INC.
10205
BLAIR ALAN VAN BUREN
4354288
FSC SECURITIES
7461
ROY IMAI
2544739
NEWPORT GROUP SECURITIES
29722
KATHERINE M. KEPHART
5185704