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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-03 |
| AL | RA | APPROVED | 2025-01-02 |
| MI | RA | APPROVED | 2025-01-02 |
| NC | RA | APPROVED | 2025-01-02 |
| GA | RA | APPROVED | 2024-09-24 |
| PA | RA | APPROVED | 2008-05-30 |
Branch Locations
978 Ben Franklin Hwy Route 422 East, Douglassville, PA 19518 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Life Financial Group | Douglassville | PA | 08/2007 | Present |
| Geneos Wealth Management | Douglassville | PA | 05/2008 | Present |
1)DBA:WILL WORK UNDER LIFE FINANCIAL GROUP BUSINESS LOCATED AT BRANCH LOCATION. 2)INDEPENDENT REP WITH VARIOUS CARRIERS FOR FIXED ONLY. 3)THE LEGACY/LIFE INSTITUTE FOR FINANCIAL EXCELLENCE/FAMILY COUNSELING FOR CHURCH. 4)317 WEALTH MANAGEMENT S-CORP-OWNER. 5)EBAY SALES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-26 |
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