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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2026-06-19 |
| TX | RA | APPROVED_RES | 2026-06-12 |
| AL | RA | APPROVED | 2026-06-11 |
| MO | RA | APPROVED | 2026-06-11 |
| NE | RA | APPROVED | 2024-01-02 |
Branch Locations
214 W 6Th St, Suite 4, York, NE 68467 • United States
405 Main Street, Bedford, IA 50833 • 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 | Omaha | NE | 10/2020 | 01/2024 |
| Sequoia Wealth Partners | Omaha | NE | 10/2020 | 01/2024 |
| Burrell Behavioral Health Autisum Center | Springfield | MO | 06/2016 | 09/2016 |
| Paul Mitchell The School Springfield | Springfield | MO | 09/2016 | 10/2017 |
| Sport Clips | Springfield | MO | 11/2017 | 01/2018 |
| Studio 417 Salon | Springfield | MO | 01/2018 | 12/2019 |
| Unemployed | Omaha | NE | 12/2019 | 05/2020 |
| Stephanie Moss Salon & Spa | Omaha | NE | 05/2020 | 09/2020 |
| Sequoia Wealth Partners | Omaha | NE | 01/2024 | Present |
| Geneos Wealth Management Inc | Omaha | NE | 01/2024 | Present |
1) DBA: will work under SEQUOIA WEALTH PARTNERS located at branch location. 2) Independent Rep for FIXED INSURANCE SALES. 3) AUTO MAINTENANCE ASSISTANT LLC-EXECUTIVE ASST. 4) WILLOW & BLOOM FINANCIAL LLC-OWNER OF LLC FOR TAX PURPOSES. 5) NOTARY PUBLIC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-13 |
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