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Lester Gay West

Geneos Wealth Management, Inc.

Santa Clara, UT

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Current Employers
Geneos Wealth Management, Inc.

9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2009-05-11
  • UT RA
    APPROVED
    Since 2009-05-11

Branch Locations

Santa Clara, UT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
L G West Investments, Inc Santa Clara UT 08/2002 Present
Geneos Wealth Management Inc. Santa Clara UT 01/2008 Present
Other Businesses

1)DBA:L G WEST INVESTMENTS BUSINESS LOCATED AT BRANCH LOCATION. 2)INDENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-04-17
S63 Uniform Securities Agent State Law Examination 1992-06-18
  • S65 Uniform Investment Adviser Law Examination
    2009-04-17
  • S63 Uniform Securities Agent State Law Examination
    1992-06-18
Other Names
  • Lester G West

View on SEC IAPD

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