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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-19 |
| CO | RA | APPROVED | 2024-08-26 |
| NE | RA | APPROVED | 2014-09-18 |
Branch Locations
1453 29Th Ave, Columbus, NE 68601 • United States
1904 South Street Suite 106, Blair, NE 68008 • United States
14507 California Street, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management Inc. | Blair | NE | 09/2014 | Present |
| Sequoia Wealth Partners | Omaha | NE | 09/2010 | Present |
| Dan Mussack Financial Consultant | Blair | NE | 06/2006 | Present |
1) DBA:SEQUOIA WEALTH PARTNERS LOCATED AT BRANCH LOCATION. 2 )INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS. 3) DBA: DAN MUSSACK FINANCIAL CONSULTANT LOCATED AT BRANCH LOCATION. 4) NOTARY PUBLIC. 5) OFFICE SPACE RENTAL INCOME.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-09-19 |
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