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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-15 |
| FL | RA | APPROVED | 2025-01-14 |
| GA | RA | APPROVED | 2025-01-14 |
| VT | RA | APPROVED | 2025-01-14 |
| MD | RA | APPROVED | 2017-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chesapeake Bank | Chestertown | MD | 12/2005 | 12/2016 |
| Cetera Investment Services Llc | St.CLoud | MN | 11/2014 | 12/2016 |
| Cetera Investment Advisers Llc | Chestertown | MD | 02/2015 | 12/2016 |
| Geneos Wealth Management, Inc. | Chestertown | MD | 01/2017 | Present |
| Chesapeake Investment Services | Chestertown | MD | 02/2015 | 01/2025 |
| Chesapeake Investment Advisors | Chestertown | MD | 01/2025 | Present |
1) DBA: WILL WORK UNDER CHESAPEAKE INVESTMENT ADVISORS BUSINESS LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) OWEN EXCAVATION LLC-BOOKKEEPER. 4) MAIN STREET HISTORIC CHESTERTOWN-BOARD MEMBER. 5) CHESTER RIVER HEALTH FOUNDATION INC-BOARD MEMBER. 6) ARDEA ADVISORS INC-PRESIDENT. 7) KENT ATTAINABLE HOUSING-VOLUNTEER FINANCIAL COACH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-20 |
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