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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-04 |
| MO | RA | APPROVED | 2023-12-04 |
| AZ | RA | APPROVED | 2023-11-30 |
| CO | RA | APPROVED | 2014-09-19 |
| TX | RA | APPROVED | 2014-09-19 |
Branch Locations
1303 Fortino Blvd Suite D, Pueblo, CO 81008 • United States
16055 Old Forest Pt Suite 103, Monument, CO 80132 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management Inc. | Pueblo | CO | 09/2014 | Present |
| Colorado East Financial Strategies Group | Pueblo West | CO | 11/2006 | 09/2016 |
| Colorado Financial Strategies Group | Pueblo | CO | 09/2016 | Present |
1) DBA: COLORADO FINANCIAL STRATEGIES GROUP BUSINESS LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS. 3) COLORADO FINANCIAL STRATEGIES GROUP LLC-OWNER. 4) SLE LLC-OWNER/REAL ESTATE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-12 |
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