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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2004-01-29 |
Branch Locations
9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management, Inc | Englewood | CO | 01/2004 | Present |
| Portfolio Design Advisors | Englewood | CO | 01/2011 | 07/2024 |
1) S LAZY R RANCH-OWNER. 2) GENTECH-PRESIDENT. 3) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS ONLY. 4) SOFTEK INIC-SUBJECT MATTER EXPERT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-06 |
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