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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Managment Inc. | Lititz | PA | 09/2016 | Present |
| Personal Wealth Advisory, Llc | Lancaster | PA | 09/2016 | 01/2024 |
| Directed Wealth Strategies | Lititz | PA | 01/2024 | Present |
1) DBA: will work under DIRECTED WEALTH STRATEGIES located at branch location. 2) Independent Contractor with various insurance carriers for fixed insurance. 3) WARWICK COMMUNITY HUB-BOARD MEMBER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-14 |
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