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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2015-02-02 |
Branch Locations
306 Prosperity Road Suite 103, Knoxville, TN 37923 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management, Inc. | Knoxville | TN | 02/2015 | Present |
| Tennessee Retirement Strategists | Knoxville | TN | 06/2013 | 07/2017 |
| Prosperity Partners Wealth Management Llc | Knoxville | TN | 07/2017 | Present |
1)DBA:WILL WORK UNDER TENNESSEE PROSPERITY PARTNERS WEALTH MANAGEMENT LLC NON INVESTMENT RELATED BUSINESS LOCATED AT BRANCH LOCATION. 2)INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-01 |
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