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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-01-17 |
| MT | RA | APPROVED | 2025-01-09 |
| NC | RA | APPROVED | 2025-01-06 |
| FL | RA | APPROVED | 2025-01-03 |
| GA | RA | APPROVED | 2025-01-03 |
| NM | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED_RES | 2025-01-02 |
| CO | RA | APPROVED | 2018-06-21 |
Branch Locations
10026 W San Juan Way, Littleton, CO 80127 • United States
2001 Lincoln Street Suite 100, Denver, CO 80202 • United States
2380 E Bridge Street, Brighton, CO 80601 • United States
8310 S Valley Hwy Suite 300, Englewood, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management, Inc. | Englewood | CO | 03/2013 | Present |
| A&I Financial Services, Llc | Englewood | CO | 03/2013 | 05/2021 |
| Eberhardt Wealth Management Llc | Englewood | CO | 05/2021 | Present |
1) DBA/OWNER: WILL WORK UNDER EBERHARDT WEALTH LLC, BUSINESS LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS. 3) RENTAL INCOME AS TRUSTEE OF FAMILY TRUST.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-20 |
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