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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-01-06 |
| AZ | RA | APPROVED | 2007-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management Inc. | Tucson | AZ | 01/2007 | Present |
| Generation Financial Llc | Tucson | AZ | 11/2010 | 01/2021 |
| Synergy Wealth Solutions Llc | Tucson | AZ | 01/2021 | Present |
1) DBA: SYNERGY WEALTH SOLUTIONS LLC-OWNER-LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) WHALE HILL OCEAN PARADISE LLC-VACATION HOME OWNERSHIP.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-17 |
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