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Geoffrey Dean Voorhees

Familywealth

Lake Mary, FL

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Current Employers
Familywealth

255 Primera Blvd Suite 160, Lake Mary, FL 32746 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-02-03
  • FL RA
    APPROVED
    Since 2023-02-03

Branch Locations

255 Primera Blvd Suite 160, Lake Mary, FL 32746 • 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
Mutual Of Omaha Lake Mary FL 08/2010 01/2023
Familywealth Advisers, Llc Lake Mary FL 01/2023 Present
  • 08/2010 → 01/2023
    Mutual Of Omaha
    Lake Mary, FL
  • 01/2023 → Present
    Familywealth Advisers, Llc
    Lake Mary, FL
Previous Registrations
Other Businesses

Insurance Agent: 03/2001 - Life insurance, health insurance, fixed annuities. 40 hrs per week.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-08-09
S63 Uniform Securities Agent State Law Examination 2004-10-01
  • S65 Uniform Investment Adviser Law Examination
    2010-08-09
  • S63 Uniform Securities Agent State Law Examination
    2004-10-01

View on SEC IAPD

Other Firms

ROBO ADVISOR, INC.
BLUESTAR WEALTH MANAGEMENT
FAMILYWEALTH ASSET MANAGEMENT
HAYSLEY FINANCIAL SERVICES, INC.
SIGMA INVESTMENT COUNSELORS
JACKSON WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NEWPORT GROUP CONSULTING, LLC

Other Investors

JEFFREY JOSEPH HOVERMALE
RICHARD ALLEN HUMPHREYS
JOHN DUSTIN RIGGS
LU YU
WILBERT ERNEST OAKLEY
CHRISTOPHER BRIAN HAYSLEY
MARISA ANNE BRADBURY
Natalie Kristen Samuels

Other Offices

ROBO ADVISOR, INC. · LAKE MARY, FL
BLUESTAR WEALTH MANAGEMENT · LAKE MARY, FL
FAMILYWEALTH ASSET MANAGEMENT · LAKE MARY, FL
HAYSLEY FINANCIAL SERVICES, INC. · LAKE MARY, FL
SIGMA INVESTMENT COUNSELORS · LAKE MARY, FL
JACKSON WEALTH MANAGEMENT, LLC · LAKE MARY, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Mary, FL
NEWPORT GROUP CONSULTING, LLC · LAKE MARY, FL

More in Lake Mary, FL

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