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Current Employers
Geneos Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2008-01-25
  • WA RA
    APPROVED
    Since 2008-01-25

Branch Locations

275 Ne Tohomish, White Salmon, WA 98672 • 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
Staci L Hanson Dmd Pc White Salmon WA 07/1998 Present
Proactive Financial Management White Salmon WA 07/2007 Present
  • 07/1998 → Present
    Staci L Hanson Dmd Pc
    White Salmon, WA
  • 07/2007 → Present
    Proactive Financial Management
    White Salmon, WA
Other Businesses

1) DBA:WILL WORK UNDER PROACTIVE FINANCIAL MANAGEMENT BUSINESS LOCATED AT BRANCH LOCATION. 2) INDENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) COLUMBIA GORGE WEALTH ADVISORS LLC-VICE PRESIDENT & TREASURER. 4) WHITE SALMON STERLING ESTATES HOA-TREASURER.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-17
  • S66 Uniform Combined State Law Examination
    2008-01-17

View on SEC IAPD

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