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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-11-01 |
| PA | RA | APPROVED | 2006-11-16 |
Branch Locations
630 Delp Road Suite #100, Lancaster, PA 17601 • United States
630 Delp Road Suite 100, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2006-11-29 |
Branch Locations
630 Delp Road Suite 100, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management Inc. | Lancaster | PA | 11/2006 | Present |
| Personal Wealth Advisory Llc | Lancaster | PA | 11/2006 | Present |
1) DBA/RIA:PERSONAL WEALTH ADVISORY LLC AN INVESTMENT RELATED BUSINESS LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) SUB-DBA TEACHERSRETIRE. 4) ROTARY CLUB OF LANCASTER SUNRISE-BOARD MEMBER. 5) PWA PARTNERS LLC-MEMBER. 6) RENTAL PROPERTY-OWNER. 7) LITITZ SPRINGS PARK-BOARD MEMBER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-18 |
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