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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2004-06-30 |
Branch Locations
9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
275 Ne Tohomish, White Salmon, WA 98672 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pro Active Financial Management | White Salmon | WA | 01/1995 | Present |
| Geneos Wealth Management, Inc | White Salmon | WA | 06/2004 | Present |
1) DBA:OWNER OF PROACTIVE FINANCIAL MANAGEMENT BUSINESS LOCATED BRANCH LOCATION. 2 )INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) COLUMBIA GORGE WEALTH ADVISORS LLC-PRESIDENT. 4) SAN JUAN FAIRWAY HOA-SECRETARY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-07-30 |
| S65 | Uniform Investment Adviser Law Examination | 1992-07-23 |
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