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9605 Kingston Court Suite 190, Lone Tree, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2017-05-19 |
Branch Locations
9605 Kingston Court Suite 190, Lone Tree, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Presidential Brokerage Inc | Greenwood Village | CO | 11/2003 | 05/2017 |
| A&I Financial Services, Llc | Englewood | CO | 05/2017 | 01/2023 |
| Geneos Wealth Management | Lone Tree | CO | 05/2017 | Present |
| A&I Financial Services Llc | Lone Tree | CO | 05/2017 | Present |
| A&I Wealth Management | Lone Tree | CO | 01/2023 | Present |
1) WILL WORK UNDER RIA DBA A&I FINANCIAL SERVICES LLC DBA A&I WEALTH MANAGEMENT - IAR, AN INVESTMENT RELATED BUSINESS LOCATED AT BRANCH LOCATION. 2) Independent Contractor with various insurance carriers for fixed insurance business. 3) MELISSA MCBRIDE ILIT-TRUSTEE. 4) JASON MCBRIDE ILIT-TRUSTEE. 5) CONSERVATORSHIP FOR FAMILY MEMBER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-30 |
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