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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-18 |
| TX | RA | APPROVED | 2013-08-08 |
| OH | RA | APPROVED | 2005-12-09 |
Branch Locations
525 North Cleveland Massillion Road Suite 205, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management, Inc. | Akron | OH | 12/2005 | Present |
| Integrated Capital Planning Inc | Akron | OH | 05/2012 | Present |
1) DBA: INTEGRATED CAPITAL PLANNING INC BUSINESS LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) TUESDAY MUSICAL ASSOCIATION-BOARD MEMBER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-02 |
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