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Account
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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-01-09 |
| MD | RA | APPROVED | 2024-01-05 |
| GA | RA | APPROVED | 2024-01-04 |
| RI | RA | APPROVED | 2024-01-04 |
| HI | RA | APPROVED | 2024-01-03 |
| TX | RA | APPROVED_RES | 2024-01-03 |
| CA | RA | APPROVED | 2023-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Granada Hills | CA | 02/2012 | 10/2022 |
| J.P. Morgan Securities Llc | Granada Hills | CA | 10/2012 | 10/2022 |
| Sagepoint Financial, Inc. | San Gabriel | CA | 10/2022 | 06/2023 |
| Geneos Wealth Management | San Gabriel | CA | 06/2023 | 01/2024 |
| Eh Financial Group Inc | San Gabriel | CA | 06/2023 | 01/2024 |
| Geneos Wealth Management Inc | San Gabriel | CA | 01/2024 | Present |
| Eh Financial Group Inc | San Gabriel | CA | 01/2024 | Present |
1) DBA; will work under EH FINANCIAL GROUP INC located at branch location - 40 HOUR PER WEEK. 2) FLORENTIA VIRIDIS-OWNER HOLDING COMPANY. 3) Independent Rep for FIXED INSURANCE SALES with various insurance carriers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-04 |
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