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Current Employers
Geneos Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2017-05-12
  • PA RA
    APPROVED
    Since 2017-05-12

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
Geneos Wealth Management Douglassville PA 02/2016 07/2018
The Life Group Douglassville PA 02/2016 07/2018
Precept Marketing Group Elverson PA 01/2009 Present
Geneos Wealth Management Douglassville PA 07/2018 Present
The Life Financial Group Inc Douglassville PA 07/2018 Present
  • 02/2016 → 07/2018
    Geneos Wealth Management
    Douglassville, PA
  • 02/2016 → 07/2018
    The Life Group
    Douglassville, PA
  • 01/2009 → Present
    Precept Marketing Group
    Elverson, PA
  • 07/2018 → Present
    Geneos Wealth Management
    Douglassville, PA
  • 07/2018 → Present
    The Life Financial Group Inc
    Douglassville, PA
Other Businesses

1)DBA: will wokr under the LIFE FINANCIAL GROUP INC non investment related business located at branch location. 2) LIFE INSTITUTE SEMINARS - Ministry Coordinator.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-10
  • S66 Uniform Combined State Law Examination
    2017-05-10

View on SEC IAPD

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