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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2011-03-17 |
Branch Locations
9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
2325 Green Valley Rd Suite 106, New Albany, IN 47150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management Inc. | New Albany | IN | 03/2011 | Present |
| Financial Wealth Management Llc. | Sellersburg | IN | 03/2011 | 01/2019 |
| Wright Wealth Management | New Albany | IN | 01/2019 | Present |
1) DBA: WILL WORK UNDER WRIGHT WEALTH MANAGEMENT BUSINESS LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) MARVIN AND OTIS WRIGHT FAMILY FARM LLC-MEMBER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-05 |
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