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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2007-03-01 |
Branch Locations
415 N Main St Suite 206, Cedar City, UT 84721 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management, Inc. | Cedar City | UT | 01/2007 | Present |
| Advanced Wealth Management Inc | Cedar City | UT | 05/2013 | 09/2016 |
| Advanced Financial Planning Llc | Cedar City | UT | 09/2016 | Present |
1) DBA/OWNER:WILL WORK UNDER ADVANCED FINANCIAL PLANNING LLC LOCATED AT BRANCH LOCATION. 2) INDENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) OWNER OF ASSET RECOVERY COMPANY LLC. 4) ATSD LLC-RANCH OWNER. 5) SECURE SOLUTION LLC-AUTHOR AND ONLINE EDUCATOR. 6) INVESTMENT SCHOLARS-ADVISORY BOARD FINANCIAL PLANNING COMMITTEE. 7) DEPOT PLAZA HOA-PRESIDENT. 8) AFP HOLDINGS LLC-MEMBER. 9) IRON COUNTY SCHOOL BOARD-BOARD MEMBER CANDIDATE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-20 |
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