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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-01-11 |
Branch Locations
9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Louisville, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cascade Financial Management | Denver | CO | 02/2012 | 12/2020 |
| Geneos Wealth Management Inc | Centennial | CO | 01/2021 | Present |
1) Boulder Mountain Bike Patrol Volunteer position-2 hours a week. 2) RENTAL INCOME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-17 |
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