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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-06-02 |
Branch Locations
306 Prosperity Road Suite 101, Knoxville, TN 37923 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management Inc | Knoxville | TN | 06/2026 | Present |
| Prosperity Partners Wealth Management Llc | Knoxville | TN | 06/2026 | Present |
| Geneos Wealth Management | Knoxville | TN | 02/2026 | 06/2026 |
| Prosperity Partners Wealth Management Llc | Knoxville | TN | 02/2026 | 06/2026 |
| University Of Tennessee | Knoxville | TN | 08/2021 | 09/2023 |
| Vanderbilt Mortgage & Finance | Maryville | TN | 10/2023 | 12/2025 |
| Pellissippi State Community College | Knoxville | TN | 08/2019 | 07/2021 |
| Christian Academy | Knoxville | TN | 08/2005 | 07/2019 |
1) DBA: PROSPERITY PARTNERS WEALTH MANAGEMENT LLC located at branch location - 40 HOURS PER WEEK. 2) INDEPENDENT SALES WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS ONLY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-22 |
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