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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-27 |
Branch Locations
Castle Pines, CO • United States
9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A & I Financial Services Llc | Lone Tree | CO | 08/2015 | 09/2024 |
| Geneos Wealth Management | Englewood | CO | 08/2015 | 02/2020 |
| Geneos Wealth Management | Lone Tree | CO | 02/2020 | 09/2024 |
| A&I Wealth Management | Lone Tree | CO | 01/2023 | 09/2024 |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 12/2024 | 04/2026 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2024 | 04/2026 |
| Genesis Corp/Genesis 10 | Milwaukee | WI | 11/2024 | 04/2026 |
| Geneos Wealth Management | Englewood | CO | 04/2026 | Present |
1) NOTARY PUBLIC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-27 |
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