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Current Employers
Geneos Wealth Management, Inc.

9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-01-13
IN RA APPROVED 2022-07-26
  • GA RA
    APPROVED
    Since 2026-01-13
  • IN RA
    APPROVED
    Since 2022-07-26

Branch Locations

2325 Green Valley Rd Suite 106, New Albany, IN 47150 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Wealth Management Llc Sellersburg IN 03/2022 07/2022
Geneos Wealth Management Sellersburg IN 03/2022 07/2022
Kindred At Home Louisville KY 04/2007 03/2019
Lhc Group Louisville KY 06/2019 03/2022
Geneos Wealth Management Inc Sellersburg IN 07/2022 Present
Wint Family Wealth Management Llc Sellersburg IN 07/2022 Present
  • 03/2022 → 07/2022
    Financial Wealth Management Llc
    Sellersburg, IN
  • 03/2022 → 07/2022
    Geneos Wealth Management
    Sellersburg, IN
  • 04/2007 → 03/2019
    Kindred At Home
    Louisville, KY
  • 06/2019 → 03/2022
    Lhc Group
    Louisville, KY
  • 07/2022 → Present
    Sellersburg, IN
  • 07/2022 → Present
    Wint Family Wealth Management Llc
    Sellersburg, IN
Other Businesses

1) DBA: Wint Family Wealth Management LLC business located at branch location-40 hours per week. 2) EJ FINANCIAL LLC-HOLDING COMPANY PARTNER. 3) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS ONLY. 4) KOLTON KAISER FOUNDATION-BOARD MEMBER.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-18
  • S66 Uniform Combined State Law Examination
    2022-07-18

View on SEC IAPD

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