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9605 Kingston Court Suite 190, Lone Tree, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-01-22 |
Branch Locations
9605 Kingston Court Suite 190, Lone Tree, CO 80112 • United States
9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2008-04-01 |
Branch Locations
9605 Kingston Court Suite 190, Lone Tree, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Irongate Financial Services | Lakewood | CO | 09/1995 | 01/2019 |
| Geneos Wealth Management, Inc. | Lone Tree | CO | 04/2008 | Present |
| A&I Financial Services Llc | Englewood | CO | 01/2019 | 01/2023 |
| A&I Financial Services Llc | Lone Tree | CO | 01/2019 | Present |
| A&I Wealth Management | Lone Tree | CO | 01/2023 | Present |
1) WILL WORK UNDER RIA DBA A&I FINANCIAL SERVICES LLC DBA A&I WEALTH MANAGEMENT - IAR, AN INVESTMENT RELATED BUSINESS LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) TRUSTEE AND CO-TRUSTEE FOR SEVERAL IMMEDIATE FAMILY MEMBERS. 4) TWEEDY FAMILY IRREVOCABLE TRUST-TRUSTEE. 5) DAVID L STEVENS AND ASSOC INC-HOLDING CO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-22 |
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