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Current Employers
Geneos Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-28
AZ RA APPROVED 2026-02-11
GA RA APPROVED 2026-01-30
TX RA APPROVED 2026-01-29
PA RA APPROVED 2026-01-02
  • FL RA
    APPROVED
    Since 2026-08-28
  • AZ RA
    APPROVED
    Since 2026-02-11
  • GA RA
    APPROVED
    Since 2026-01-30
  • TX RA
    APPROVED
    Since 2026-01-29
  • PA RA
    APPROVED
    Since 2026-01-02

Branch Locations

978 Ben Franklin Hwy Route 422 East, Douglassville, PA 19518 • 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
OrganizationCityStateFromTo
Life Financial Group Inc Douglassville PA 09/2015 Present
Geneos Wealth Management Douglassville PA 09/2015 01/2026
Life Financial Group Inc Douglassville PA 01/2026 Present
Geneos Wealth Management Inc Douglassville PA 01/2026 Present
  • 09/2015 → Present
    Life Financial Group Inc
    Douglassville, PA
  • 09/2015 → 01/2026
    Geneos Wealth Management
    Douglassville, PA
  • 01/2026 → Present
    Life Financial Group Inc
    Douglassville, PA
  • 01/2026 → Present
    Douglassville, PA
Other Businesses

1) DBA: will work under LIFE FINANCIAL GROUP located at branch location. 2) will work as a REGISTERED ASSISTANT for Life Financial Group located at branch location.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-18
  • S66 Uniform Combined State Law Examination
    2025-12-18

View on SEC IAPD

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