Theo Georgelos

Greenwood Village, CO

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Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-07-03
CO	RA	APPROVED	2024-05-17

TX RA
APPROVED

Since 2024-07-03
CO RA
APPROVED

Since 2024-05-17

Branch Locations

6950 E Belleview Ave Ste 204, Greenwood Village, CO 80111 • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Lone Tree	CO	11/2014	04/2024
Edward Jones	St. Louis	MO	04/2024	Present

11/2014 → 04/2024

Charles Schwab & Co., Inc.

Lone Tree, CO
04/2024 → Present

Edward Jones

St. Louis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-15

S66 Uniform Combined State Law Examination

2024-05-15

Other Names

Theodore Demetrius Georgelos

View on SEC IAPD

Other Firms

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RBC CAPITAL MARKETS, LLC

LPL FINANCIAL LLC

WESTERN WEALTH MANAGEMENT LLC

CONCURRENT INVESTMENT ADVISORS, LLC

Other Investors

BRENNAN PAUL PATE

JOHN MICHAEL DODDS

DEANNA LEE MEYER

BRENT Allan LEE

Dean Edward Norsworthy

DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO

MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO

AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO

MORGAN STANLEY · Greenwood Village, CO

RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO

LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO

LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO

WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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