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Current Employers
Geometric Wealth Advisors, Llc

Washington, DC • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-04
TX RA APPROVED 2026-05-04
  • CA RA
    APPROVED
    Since 2026-05-04
  • TX RA
    APPROVED
    Since 2026-05-04

Branch Locations

Oxnard, CA • United States

Washington, DC • 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
Geometric Wealth Advisors Washington, D.C. DC 08/2024 Present
Agility Outsourced Chief Investment Officer Denver CO 01/2023 12/2023
Securities Exchange Commission Washington, D.C. DC 09/2022 11/2022
Cinemark Theaters Redwood City CA 03/2021 08/2021
University Of Denver Denver CO 08/2021 06/2024
Self Denver CO 07/2024 07/2024
Bellarmine College Preparatory San Jose CA 09/2016 05/2021
  • 08/2024 → Present
    Geometric Wealth Advisors
    Washington, D.C., DC
  • 01/2023 → 12/2023
    Agility Outsourced Chief Investment Officer
    Denver, CO
  • 09/2022 → 11/2022
    Securities Exchange Commission
    Washington, D.C., DC
  • 03/2021 → 08/2021
    Cinemark Theaters
    Redwood City, CA
  • 08/2021 → 06/2024
    University Of Denver
    Denver, CO
  • 07/2024 → 07/2024
    Self
    Denver, CO
  • 09/2016 → 05/2021
    Bellarmine College Preparatory
    San Jose, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-02
  • S65 Uniform Investment Adviser Law Examination
    2026-05-02

View on SEC IAPD

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