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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2017-06-30 |
Branch Locations
9085 E Mineral Circle Suite 215, Centennial, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management | Centennial | CO | 08/2016 | 06/2017 |
| Williams Investment Network | Centennial | CO | 08/2016 | 06/2017 |
| Williams Investment Network | Centennial | CO | 06/2017 | 07/2025 |
| Geneos Wealth Management Inc | Centennial | CO | 06/2017 | Present |
| Win Advisors Group | Centennial | CO | 07/2025 | Present |
1) DBA: will work under WIN ADVISORS GROUP LOCATED AT BRANCH LOCATION. 2) independent Rep with various insurance carriers for fixed insurance business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-27 |
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