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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2011-09-07 |
Branch Locations
9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
55 Bald Hill Rd, Cranston, RI 02920 • United States
55 Bald Hill Rd., Cranston, RI 02920 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2004-12-06 |
Branch Locations
1150 New London Ave Suite 320, Cranston, RI 02920 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Financial Group | Cranston | RI | 01/1995 | Present |
| Geneos Wealth Management Inc | Cranston | RI | 09/2011 | Present |
1) DBA/RIA:STRATEGIC FINANCIAL GROUP INVESTMENT RELATED BUSINESS PROVIDING FINANCIAL PLANNING SERVICES-CONDUCTED FROM BRANCH LOCATION. 2) RESIDENTIAL AND RETAIL REAL ESTATE RENTALS-OWNER AND LANDLORD. 3) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 4) NOTARY PUBLIC. 5) LANGLOIS AND ASSOC. 6) HOPE REALIZED HOMES FOUNDATION-BOARD MEMBER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-17 |
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