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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2021-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Financial Group | Cranston | RI | 08/2001 | Present |
| Geneos Wealth Management | Cranston | RI | 10/2011 | Present |
1) WILL WORK AS A REGISTER ASSISTANT FOR STRATEGIC FINANICAL GROUP LOCATED AT BRANCH LOCATION-40 HRS PER WEEK. 2) RENTAL PROPERTY. 3) LUNA FAMILY FARM-OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-25 |
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