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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-08-08 |
| NC | RA | APPROVED | 2024-05-29 |
| TX | RA | APPROVED | 2020-10-16 |
| VA | RA | APPROVED | 2020-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investors Financial Advisors | Roanoke | VA | 11/2019 | 06/2020 |
| Geneos Wealth Management | Roanoke | VA | 11/2019 | 10/2020 |
| Eco-Nize Closets | Falls Church | VA | 06/2018 | 11/2019 |
| Carahsoft Technology | Reston | VA | 07/2016 | 06/2018 |
| Ifa Wealth | Roanoke | VA | 06/2020 | 10/2020 |
| Geneos Wealth Management Inc | Roanoke | CO | 10/2020 | Present |
| Ifa Wealth | Roanoke | VA | 10/2020 | Present |
1) DBA: will work under IFA WEALTH business located at branch location. 2) Independent Rep with various insurance carriers for fixed insurance business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-27 |
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