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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-06-17 |
| CO | RA | APPROVED | 2006-03-20 |
Branch Locations
3333 S Wadsworth Blvd Unit D207, Lakewood, CO 80227 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management, Inc | Lakewood | CO | 03/2006 | Present |
| G5 Financial Group | Lakewood | CO | 05/2010 | Present |
1) DBA:G5 FINANCIAL GROUP LOCATED AT BRANCH LOCATION. 2) INDENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) RICHARD P COSTNER CFP INC-HOLDING COMPANY. 4) TRINITY ANGLICAN CHURCH-BOARD MEMBER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-31 |
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