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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-29 |
| MO | RA | APPROVED | 2026-05-27 |
| TX | RA | APPROVED_RES | 2026-05-27 |
| KS | RA | APPROVED | 2023-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management Inc | Shawnee | KS | 05/2026 | Present |
| Professional Financial Concepts Llc | Shawnee | KS | 05/2026 | Present |
| Deuce'S Hauling & Transport | Shawnee | KS | 01/2013 | 10/2023 |
| Securities America, Inc. | Shawnee | KS | 03/2023 | 10/2023 |
| Securities America Advisors | Shawnee | KS | 05/2023 | 10/2023 |
| Geneos Wealth Management | Shawnee | KS | 10/2023 | 05/2026 |
| Professional Financial Concepts Llc | Shawnee | KS | 10/2023 | 05/2026 |
1) DBA: Professional Financial Concepts located at branch location. 2) GREENVIEW RIDGE HOMES ASSOCIATION - Vice President
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-05 |
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