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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-26 |
| GA | RA | APPROVED | 2025-06-26 |
| IL | RA | APPROVED | 2025-06-25 |
| MD | RA | APPROVED | 2025-06-25 |
| NC | RA | APPROVED | 2025-06-25 |
| TX | RA | APPROVED | 2025-06-25 |
| VT | RA | APPROVED | 2025-06-25 |
| PA | RA | APPROVED | 2007-04-23 |
Branch Locations
978 Ben Franklin Hwy Route 422 East, Douglassville, PA 19518 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Managment Inc | Douglassville | PA | 12/2006 | Present |
| The Life Financial Group | Douglassville | PA | 12/2006 | Present |
1) DBA:THE LIFE FINANCIAL GROUP INC LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) THE LEGACY/LIFE INSTITUTE FOR FINANCIAL EXCELLENCE/FAMILY COUNSELING FOR CHURCH. 4) EBAY SALES. 5) AUTHOR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-22 |
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