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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2013-04-02 |
Branch Locations
225 North 5Th Street Suite 515, Grand Junction, CO 81501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vision Asset Management Llc | Grand Junction | CO | 04/2013 | Present |
| Geneos Wealth Management | Grand Junction | CO | 04/2013 | Present |
1)DBA:WILL WORK UNDER VISION ASSET MANAGEMENT LLC BUSINESS LOCATED AT BRANCH LOCATION. 2)INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-26 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-30 |
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