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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2016-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management | Santa Fe | NM | 07/2005 | 07/2017 |
| Lois Stouffer Cfp | Santa Fe | NM | 07/2005 | 07/2017 |
| Chalice Asset Management | Santa Fe | NM | 07/2017 | Present |
| Geneos Wealth Management Inc | Santa Fe | NM | 07/2017 | Present |
1) will work under Chalice Asset Management business located at branch location. 2) ACTOR. 3) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS ONLY. 4) SCOTTISH ATHLETICS INTERNATIONAL-BOARD MEMBER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-22 |
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