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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-29 |
Branch Locations
1460 Main Street Suite 234, Southlake, TX 76092 • United States
1899 N Live Oak, Rockport, TX 78382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management Inc | Rockport | TX | 07/2008 | Present |
| Pazera Capital Management Inc | Rockport | TX | 07/2008 | Present |
1) DBA: PAZERA CAPITAL MANAGEMENT INC BUSINESS LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS ONLY. 3) SOUTHLAKE COMMUNITY ENHANCEMENT AND DEVELOPMENT CORP-BOARD MEMBER. 4) SLUMP BUSTER COLLECTABLES-PARTNER. 5) JOSHUA FARMS MUNICIPAL MANAGEMENT DISTRICT NO1-DIRECTOR. 6) DRAGON TRADITION CLUB-BOARD MEMBER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-12 |
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