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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2007-07-12 |
Branch Locations
61 Mcmurray Road Suite #200, Pittsburgh, PA 15241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management Inc | Pittsburgh | PA | 12/2006 | Present |
| Coleman Financial Services | Pittsburgh | PA | 12/2006 | Present |
1) DBA:WILL WORK UNDER COLEMAN FINANCIAL SERVICES BUSINESS LOCATED BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) NOTARY PUBLIC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-05 |
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