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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-02 |
| AZ | RA | APPROVED | 2023-09-07 |
Branch Locations
9917 E Bell Road Suite #110, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management | Scottsdale | AZ | 05/2023 | 01/2024 |
| Schooner Financial Associates | Scottsdale | AZ | 05/2023 | 01/2024 |
| Unemployed | Gilbert | AZ | 01/2013 | 05/2019 |
| Arizona State University | Tempe | AZ | 05/2019 | 05/2023 |
| Geneos Wealth Management Inc | Scottsdale | AZ | 01/2024 | Present |
| Schooner Financial Associates | Scottsdale | AZ | 01/2024 | Present |
1) DBA: will work under SCHOONER FINANCIAL ASSOCIATES located at branch location - 40 HOURS PER WEEK. 2) Independent Rep with various insurance carriers for FIXED INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-23 |
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