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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2024-01-26 |
| DC | RA | APPROVED | 2023-09-06 |
| AZ | RA | APPROVED | 2023-07-24 |
| GA | RA | APPROVED | 2023-07-07 |
| IL | RA | APPROVED | 2023-07-07 |
| MI | RA | APPROVED | 2023-07-07 |
| FL | RA | APPROVED | 2023-07-06 |
| MO | RA | APPROVED | 2023-07-06 |
| MD | RA | APPROVED | 2023-07-05 |
| MN | RA | APPROVED | 2023-07-05 |
| NC | RA | APPROVED | 2023-07-05 |
| TX | RA | APPROVED_RES | 2018-02-21 |
| VA | RA | APPROVED | 2015-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Managment Inc | Roanoke | VA | 01/2015 | Present |
| Barnhart-Arthur Investments | Roanoke | VA | 02/2014 | 07/2022 |
| Ifa Wealth | Roanoke | VA | 07/2022 | Present |
1) DBA:WILL WORK UNDER IFA WEALTH BUSINESS LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS. 3) ROANOKE SPURS SUPPORTERS CLUB-TREASURER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-22 |
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