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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2006-04-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management, Inc. | Greenville | NC | 03/2006 | Present |
| Jim Taunton Cfp,Clu,Chfc | Greenville | NC | 04/2012 | 11/2016 |
| Taunton Financial | Greenville | NC | 11/2016 | Present |
1)DBA:TAUNTON FINANCIAL LOCATED AT BRANCH LOCATION. 2)INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3)COMMERCIAL REAL ESTATE OWNER-RENTAL INCOME. 4)INDUSTRY EXPERT WITNESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-31 |
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