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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-26 |
| NM | RA | APPROVED | 2026-01-23 |
| FL | RA | APPROVED | 2023-12-07 |
| AZ | RA | APPROVED | 2023-12-06 |
| CO | RA | APPROVED | 2019-02-22 |
Branch Locations
1303 Fortino Blvd Suite D, Pueblo, CO 81008 • United States
16055 Old Forest Pt Suite 103, Monument, CO 80132 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James F. Poole And Associates | Pueblo | CO | 05/2015 | 02/2019 |
| Fsc Securities Corp | Atlanta | GA | 09/2016 | 02/2019 |
| Geneos Wealth Management Inc | Pueblo | CO | 02/2019 | Present |
| Colorado Financial Strategies Group | Pueblo | CO | 02/2019 | Present |
1)DBA: COLORADO FINANCIAL STRATEGIES GROUP - non investment related business located at branch locations. 2) DESERT HAWK GOLF COURSE:POSITION: Maintenance Assistant - mowing greens and conditioning the course. 05/06/2017 ADDRESS: 251 S McCulloch Blvd, Pueblo West CO 81007. 3) FIXED INSURANCE SALES - independent rep with various insurance carriers for fixed insurance business. 4) GC HOLDINGS LLC-REAL ESTATE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-23 |
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