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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-21 |
| GA | RA | APPROVED | 2024-08-05 |
| FL | RA | APPROVED | 2024-08-02 |
| TX | RA | APPROVED_RES | 2024-08-02 |
| NY | RA | APPROVED | 2024-08-01 |
| NC | RA | APPROVED | 2024-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors | New York | NY | 02/2014 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 02/2014 | 10/2020 |
| Geneos Wealth Management | Clarence Center | NY | 10/2020 | 05/2021 |
| Cornerstone Capital Wealth | Clarence Center | NY | 10/2020 | 05/2021 |
| Kestra Investment Services, Llc | Clarence Center | NY | 05/2021 | 08/2024 |
| Kestra Advisory Services, Llc | Clarence Center | NY | 05/2021 | 08/2024 |
| Geneos Wealth Management Inc | Orchard Park | NY | 08/2024 | Present |
| Autumn Wealth Management Llc | Orchard Park | NY | 08/2024 | Present |
1)DBA Business Name: AUTUMN WEALTH MANAGEMENT LLC - non- investment related business located at branch location. 2) Independent Rep with various insurance carriers for FIXED INSURANCE SALES. 3) MEDICARE REFERRAL FEES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-15 |
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