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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-08 |
| VA | RA | APPROVED | 2004-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management, Inc. | Denver | CO | 03/2004 | Present |
| Investor Financial Advisors | Roanoke | VA | 03/2004 | 06/2020 |
| Ifa Wealth | Roanoke | VA | 06/2020 | Present |
1) DBA: WILL WORK UNDER IFA WEALTH BUSINESS LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) 95TH RIFLES 1ST BATTALION CLUB-PRESIDENT. 4) COGENT MGMT RESOURCES LLC-MANAGEMENT CONSULTING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-28 |
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