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512 Poyntz Ave Suite 120, Manhattan, KS 66502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-02 |
| KS | RA | APPROVED | 2018-12-19 |
Branch Locations
512 Poyntz Ave Suite 120, Manhattan, KS 66502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cgn Advisors, Llc | Manhattan | KS | 01/2016 | 01/2020 |
| Cgn Advisors, Llc | Manhattan | KS | 12/2018 | Present |
Mr. Greim is an owner and member of CGN Companies, LLC. CGN Companies is the direct owner of CGN Advisors, LLC and is equally owned by Chad Chase, Mike Greim and Justin Nichols. CGN Companies provides administrative functions for employees of Garrett Investment Advisors, such as payroll and benefits and maintaining office space. Hours devoted to business during trading hours: 5; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 100. BT HQ, LLC; Member; Investment related: No; 512 Poyntz Avenue Manhattan Kansas 66502 USA; 2021-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 1; Mr. Greim is a member of BT HQ, LLC which is an LLC for the purpose of holding commercial real estate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-24 |
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