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Current Employers
Geneos Wealth Management, Inc.

9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2011-10-27
  • PA RA
    APPROVED
    Since 2011-10-27

Branch Locations

Schuylkill Haven, PA • 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
Geneos Wealth Management Schuylkill Haven PA 08/2011 Present
Kiefer Investment Services Schuylkill Haven PA 08/2011 Present
  • 08/2011 → Present
    Geneos Wealth Management
    Schuylkill Haven, PA
  • 08/2011 → Present
    Kiefer Investment Services
    Schuylkill Haven, PA
Previous Registrations
Other Businesses

1) DBA:WILL WORK UNDER KIEFER INVESTMENT SERVICES LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS ONLY.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-24
  • S66 Uniform Combined State Law Examination
    2011-10-24

View on SEC IAPD

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