Alyssa Diane Marks

Current Employers

Geneos Wealth Management, Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2014-04-21
IL	RA	APPROVED	2013-01-15

TX RA
APPROVED

Since 2014-04-21
IL RA
APPROVED

Since 2013-01-15

Branch Locations

422 E Washington St Suite 400, East Peoria, IL 61611 • 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

Organization	City	State	From	To
Geneos Wealth Management	East Peoria	IL	05/2006	Present
Cmfs Group Inc	Morton	IL	05/2006	09/2020
Trifecta Financial Llc	East Peoria	IL	09/2020	Present

05/2006 → Present

Geneos Wealth Management

East Peoria, IL
05/2006 → 09/2020

Cmfs Group Inc

Morton, IL
09/2020 → Present

Trifecta Financial Llc

East Peoria, IL

Other Businesses

1) DBA: WILL WORK UNDER TRIFECTA FINANCIAL LLC LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) LAND OWNER-TIMBERLAND AND CELL TOWER. 4) NOTARY PUBLIC.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-08-27

S66 Uniform Combined State Law Examination

2012-08-27

Other Names

Alyssa D Lambert
Alyssa Diane Lambert

View on SEC IAPD

Current Employers

Geneos Wealth Management, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

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