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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-13 |
| IN | RA | APPROVED | 2022-07-26 |
Branch Locations
2325 Green Valley Rd Suite 106, New Albany, IN 47150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-18 |
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