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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-02-01 |
| MD | RA | APPROVED | 2024-01-09 |
| GA | RA | APPROVED | 2024-01-05 |
| RI | RA | APPROVED | 2024-01-04 |
| TX | RA | APPROVED_RES | 2022-12-21 |
| CA | RA | APPROVED | 2022-12-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial Inc. | Los Angeles | CA | 03/2012 | 12/2022 |
| Geneos Wealth Management Inc | San Gabriel | CA | 12/2022 | Present |
| Brian J. Murphy | Whittier | CA | 01/2023 | 02/2024 |
| Eh Financial Group Inc | San Gabriel | CA | 02/2024 | Present |
1) DBA: EH FINANCIAL GROUP INC- non investment related business located at branch location. 2) Independent Rep with various insurance carriers for FIXED INSURANCE SALES - non investment related business done from branch location - start date 06/22 - 0-5 hours a month and during trading hours. 3) BMJC Financial - Owner - Holding Company for tax purposes - non-investment related business located at branch location - start date 02-02-18 / 0-5 hours a month - not during trading hours. 4) RENTAL PROPERTY INCOME FOR 3 PROPERTIES - Owner of non-investment Rental Real Estate done at branch location - start date 01-01-12 - 0-5 hours a month - not during trading hours. 5) IDAHO WOLF PACK LLC - Rental Real Estate Member - non-investment related business done from private residence in Boise ID - start date 08-14-18 - 0-5 hours a month - not during trading hours. 6) BRUINS OF BOISE LLC - Rental Real Estate Member - non-investment related business done from private residence in Boise ID - start date 06-02-17 - 0-5 hours a month - not during trading hours. 7) BRBJ LLC - Rental Real Estate Member - non-investment related business done from private residence in Boise ID - start date 10-21-21 - 0-5 hours a month. 8) BMF GARDEN CITY LLC - Rental Real Estate Member non-investment related business done from private residence in Boise ID - start date 02-28-20 - 0-5 hours a month. 9) BLEM LLC - Rental Real Estate Member - non-investment related business done from private residence in Boise ID - start date 05-03-19 - 0-5 hours a month - not during trading hours. 10) WATCH COLLECTING AND SALES - buying and selling vintage and modern watches - non-investment related business located at branch location - start date - 01-01-23 - 0-5 hours a month - not during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-02 |
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