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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2026-05-08 |
| MO | RA | APPROVED | 2026-03-19 |
| NC | RA | APPROVED | 2023-08-29 |
| TX | RA | APPROVED | 2021-02-02 |
| UT | RA | APPROVED | 2019-02-26 |
Branch Locations
415 N Main St Suite 206, Cedar City, UT 84721 • United States
20 N Main Street Suite 307, St. George, UT 84770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Financial Planning Llc | Cedar City | UT | 10/2018 | 02/2019 |
| Geneos Wealth Management | Cedar City | UT | 10/2018 | 02/2019 |
| Dishone Satellite | Cedar City | UT | 10/2017 | 10/2018 |
| Simulcast | Cedar City | UT | 02/2017 | 10/2017 |
| Vantage | Cedar City | UT | 02/2014 | 02/2017 |
| Go Green Staffing | Cedar City | UT | 11/2013 | 01/2018 |
| Advanced Financial Planning Llc | Cedar City | UT | 02/2019 | Present |
| Geneos Wealth Management | Cedar City | UT | 02/2019 | Present |
1) DBA: will work under ADVANCED FINANCIAL PLANNING LLC business located at branch location. 2) Independent Rep with various insurance carriers for FIXED INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-08 |
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