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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2024-05-20 |
| PA | RA | APPROVED | 2017-01-05 |
Branch Locations
61 Mcmurray Road Suite #200, Pittsburgh, PA 15241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management | Pittsburgh | PA | 09/2014 | 03/2017 |
| Coleman Financial Services | Pittsburgh | PA | 09/2014 | 03/2017 |
| Coleman Financial Services Llc | Pittsburgh | PA | 03/2017 | Present |
| Geneos Wealth Management Inc | Pittsburgh | PA | 03/2017 | Present |
1) DBA: Will work under COLEMAN FINANCIAL SERVICES LOCATED AT BRANCH LOCATION-40 HOURS PER WEEK. 2) Independent Rep with various insurance carriers for fixed insurance business. 3) RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-15 |
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