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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-06-28 |
| FL | RA | APPROVED | 2023-06-21 |
| TX | RA | APPROVED | 2013-06-25 |
Branch Locations
713 Main Street, Coppell, TX 75019 • United States
9635 Maroon Circle Suite 100, Englewood, CO 80112 • 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 Inc. | Coppell | TX | 06/2013 | Present |
| Professional Wealth Management Group | Coppell | TX | 06/2010 | Present |
1) DBA: WILL WORK UNDER PROFESSIONAL WEALTH MANAGEMENT GROUP BUSINESS LOCATED AT BRANCH LOCATION. 2) IDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS. 3) PROFESSIONAL PLANNING GROUP INC-OWNER. 4) PPG MGMT LLC-OWNER/RENTAL INCOME. 5) A&T PHILIPP LLC-OWNER/MANAGER. 6) LAKE TRAVIS CONDO LLC-OWNER. 7) REGISTERED AGENT TO TEXAS LLC'S.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-20 |
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