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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2014-09-18 |
| TX | RA | APPROVED | 2014-09-15 |
Branch Locations
1453 29Th Ave, Columbus, NE 68601 • United States
9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
405 Main Street, Bedford, IA 50833 • United States
14507 California Street, Omaha, NE 68154 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management, Inc | Columbus | NE | 09/2014 | Present |
| Sequoia Wealth Partners, Llc | Columbus | NE | 07/2006 | Present |
1) DBA: WILL WORK UNDER SEQUOIA WEALTH PARTNERS LLC BUSINESS LOCATED AT BRANCH LOCATION. 2) DEAL FINANCIAL GROUP-OWNER-ENTITY ESTABLISHED FOR TAX PURPOSES AND IS NOT HELD OUT TO THE PUBLIC. 3) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS. 4) SEQUOIA PROPERTIES LLC-OWNER/COMMERCIAL REAL ESTATE. 5) AUTO MAINTENANCE ASSISTANT LLC-MOBILE APP/OWNER. 6) NOTARY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-30 |
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