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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management, Inc. | Longview | WA | 11/2006 | Present |
| Anderson & Anderson Advisory, Llc | Longview | WA | 11/2006 | 04/2025 |
| Anderson And Anderson Advisory Llc | Longview | WA | 04/2025 | Present |
1) DBA: OWNER OF ANDERSON AND ANDERSON ADVISORY LLC - LOCATED AT BRANCH LOCATION. 2) COWLITZ ECONOMIC DEVELOPMENT COUNCIL-BOARD MEMBER. 3) NW FINANCIAL PROPERTIES LLC-MANAGING PARTNER. 4) HIGH SCHOOL SOCCER COACH. 5) THE HEALTHCARE FOUNDATION-BOARD MEMBER. 6) PEACEHEALTH ST JOHN MEDICAL CENTER COMMUNITY HEALTH-BOARD MEMBER. 7) COMMUNITY HOME HEALTH AND HOSPICE-BOARD MEMBER. 8) NOTARY PUBLIC. 9) MARK MORRIS HIGH SCHOOL FOUNDATION-BOARD MEMBER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-15 |
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