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9605 Kingston Court Suite 190, Lone Tree, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-02-14 |
Branch Locations
9605 Kingston Court Suite 190, Lone Tree, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management | Lone Tree | CO | 09/2022 | Present |
| A&I Wealth Management | Lone Tree | CO | 09/2022 | Present |
| Central Washington University | Ellensburg | WA | 09/2018 | 06/2022 |
| Rehberg Law Group | Seatac | WA | 06/2022 | 09/2022 |
| Seattle Christian School | Seatac | WA | 01/2014 | 06/2018 |
| Rehberg Law Group | Seatac | WA | 06/2018 | 09/2018 |
| Geneos Wealth Management Inc | Englewood | CO | 09/2025 | Present |
| A&I Wealth Management | Lone Tree | CO | 09/2025 | Present |
1) RIA DBA: A&I FINANCIAL SERVICES LLC DBA A&I WEALTH MANAGEMENT- IAR LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE SALES ONLY. 3) WILL WORK AS A REGISTERED ASSISTANT FOR A&I WEALTH MANAGEMENT. 4) MISSION HILLS CHURCH-EDUCATION COORDINATOR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-23 |
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