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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2007-04-16 |
Branch Locations
4001 Geist Road Suite #14, Fairbanks, AK 99709 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management | Fairbanks | AK | 07/2006 | Present |
| Van Flein Financial, Llc | Fairbanks | AK | 09/2006 | Present |
1) DBA:PRESIDENT OF VAN FLEIN FINANCIAL LLC LOCATED @ BRANCH LOCATION. 2) INDENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) RENTAL REAL ESTATE/LANDLORD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1989-10-07 |
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