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630 Delp Road Suite 100, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-09-08 |
Branch Locations
630 Delp Road Suite 100, Lancaster, PA 17601 • United States
9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-07-29 |
Branch Locations
630 Delp Road Suite #100, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management Inc. | Lancaster | PA | 01/2004 | Present |
| Personal Wealth Advisory, Llc | Lancaster | PA | 01/2003 | Present |
1) DBA/RIA:WILL WORK UNDER PERSONAL WEALTH ADVISORY AN INVESTMENT RELATED BUSINESS LOCATED AT BRANCH LOCATION. 2) SUB-DBA TEACHERSRETIRE. 3) PWA PARTNERS LLC-MEMBER. 4) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE SALES ONLY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-17 |
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