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Current Employers
Geneos Wealth Management, Inc.

9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-05-21
FL RA APPROVED 2025-05-08
GA RA APPROVED 2025-05-08
IL RA APPROVED 2025-05-07
MI RA APPROVED 2025-05-07
MN RA APPROVED 2025-05-07
MO RA APPROVED 2025-05-07
NC RA APPROVED 2025-05-07
PA RA APPROVED 2025-05-02
  • AZ RA
    APPROVED
    Since 2025-05-21
  • FL RA
    APPROVED
    Since 2025-05-08
  • GA RA
    APPROVED
    Since 2025-05-08
  • IL RA
    APPROVED
    Since 2025-05-07
  • MI RA
    APPROVED
    Since 2025-05-07
  • MN RA
    APPROVED
    Since 2025-05-07
  • MO RA
    APPROVED
    Since 2025-05-07
  • NC RA
    APPROVED
    Since 2025-05-07
  • PA RA
    APPROVED
    Since 2025-05-02

Branch Locations

978 Ben Franklin Hwy Route 422 East, Douglassville, PA 19518 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Life Financial Group Douglassville PA 02/2024 05/2025
Geneos Wealth Management Douglassville PA 02/2024 05/2025
J-Tech Inc Chester Springs PA 07/2012 02/2024
Huawei International High School Shangyu 09/2016 01/2017
Geneos Wealth Management Inc Douglassville PA 05/2025 Present
The Life Financial Group Douglassville PA 05/2025 Present
  • 02/2024 → 05/2025
    The Life Financial Group
    Douglassville, PA
  • 02/2024 → 05/2025
    Geneos Wealth Management
    Douglassville, PA
  • 07/2012 → 02/2024
    J-Tech Inc
    Chester Springs, PA
  • 09/2016 → 01/2017
    Huawei International High School
    Shangyu
  • 05/2025 → Present
    Douglassville, PA
  • 05/2025 → Present
    The Life Financial Group
    Douglassville, PA
Other Businesses

1) DBA: will work under THE LIFE FINANCIAL GROUP Located at branch location -40 hours per week 2) THE ROHRER GROUP LLC DBA MANSFELD PARK INTERIORS - Member. 3) LANDSCAPING. 4) LIFE INSTITUTE-TEACHER AND COUNSELOR. 5) LIFE PLASMA-DONOR. 6) PERSONAL GROWTH-BLOG WRITER. 7) TWIN VALLEY SERVICES-PROPERTY MAINTENANCE. 8) Independent Rep with various insurance carriers for FIXED INSURANCE SALES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-19
  • S66 Uniform Combined State Law Examination
    2024-08-19

View on SEC IAPD

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