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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-06-30 |
| TX | RA | APPROVED | 2023-02-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Professional Wealth Management Group | Coppell | TX | 10/2021 | 06/2023 |
| Geneos Wealth Management | Coppell | TX | 10/2021 | 06/2023 |
| Unemployed | Bryan | TX | 08/2021 | 10/2021 |
| Texas A&M University | College Station | TX | 06/2017 | 08/2021 |
| Franklin High School | Franklin | TX | 06/2013 | 05/2017 |
| Geneos Wealth Management Inc | Coppell | TX | 06/2023 | Present |
| Professional Wealth Management Group | Coppell | TX | 06/2023 | Present |
1) DBA; WILL WORK UNDER PROFESSIONAL WEALTH MANAGEMENT GROUP LOCATED AT BRANCH LOCATION- 40 HOURS PER WEEK. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE SALES 0-5 HOURS PER WEEK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-08 |
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