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3705 Concord Pike, Wilmington, DE 19803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-02 |
| PA | RA | APPROVED | 2025-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management | Wexford | PA | 08/2015 | 12/2025 |
| Integrity Wealth Consulting | Wexford | PA | 08/2015 | 12/2025 |
| Geneos Wealth Management Inc | Wexford | PA | 09/2023 | 12/2025 |
| Integrity Wealth Consulting | Wexford | PA | 01/2024 | 12/2025 |
| Diversified, Llc | Wexford | PA | 12/2025 | Present |
1) 4/2024 Independent Insurance Agent, Investment-Related, PA, Life and Fixed Annuities, Long-Term Care, Accident, and Health
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-25 |
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