Katrina Ann Barrett

Current Employers

Geneos Wealth Management, Inc.

9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2009-08-28

AZ RA
APPROVED

Since 2009-08-28

Branch Locations

8115 E Indian Bend Rd Suite #117, Scottsdale, AZ 85250 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Geneos Wealth Management Inc.	Scottsdale	AZ	07/2009	Present
Lazarus Group	Scottsdale	AZ	07/2009	Present

07/2009 → Present

Geneos Wealth Management Inc.

Scottsdale, AZ
07/2009 → Present

Lazarus Group

Scottsdale, AZ

Other Businesses

1) DBA:WILL USE LAZARUS GROUP BUSINESS LOCATED AT BRANCH LOCATION. 2) LOCAL LUXURY REAL ESTATE LLC-REALTOR/OWNER. 3) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 4) FENIX LPC LLC-MEMBER AND FOUNDER. 5) MY RENT LLC-REAL ESTATE RENTAL INCOME. 6) LOCAL COMMERCIAL LLC-OWNER. 7) 8213 COLUMBUS LLC-MEMBER. 8) 3900 CLUBHOUSE LLC-PROPERTY OWNER.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-08-25
S63	Uniform Securities Agent State Law Examination	2007-03-13

S66 Uniform Combined State Law Examination

2009-08-25
S63 Uniform Securities Agent State Law Examination

2007-03-13

Other Names

Katrina A Lazarus
Katrina Ann Lazarus

View on SEC IAPD

Current Employers

Geneos Wealth Management, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

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