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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-06 |
| NC | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED | 2020-10-30 |
Branch Locations
16775 Addison Road Suite 410, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company | Horsham | PA | 01/2018 | 10/2020 |
| T-Mobile | Dallas | TX | 05/2014 | 11/2018 |
| Hornor Townsend & Kent Inc | Horsham | PA | 04/2019 | 10/2020 |
| Geneos Wealth Management Inc | Addison | TX | 10/2020 | Present |
| Weaver, Ware & Martin Wealth Management And Advisory Services | Addison | TX | 10/2020 | Present |
1) DBA:WEAVER, WARE & MARTIN WEALTH MANAGEMENT AND ADVISORY SERVICES - business located at branch location. 2) Independent Rep with various insurance carriers for FIXED INSURANCE SALES. 3) WWM ADVISORY SERVICES LLC-Independent Contractor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-07 |
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