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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-21 |
| AZ | RA | APPROVED | 2011-01-20 |
Branch Locations
9917 E Bell Road Suite #110, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schooner Financial Associates | Scottsdale | AZ | 05/1995 | Present |
| Geneos Wealth Management, Inc. | Scottsdale | AZ | 01/2005 | Present |
1) DBA:WORK UNDER SCHOONER FINANCIAL ASSOCIATES BUISNESS LOCATED AT BRANCH LOCATION. 2) INDENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) SCHOONER FINANCIAL ASSOCIATES OF AZ-CO-OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-16 |
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