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Robert Dario Gee

Geowealth Management LLC

Denver, CO

Chicago, IL

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Current Employers
Geowealth Management Llc

444 N. Michigan Avenue Suite 3150, Chicago, IL 60611 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-02-06
IL RA APPROVED 2025-02-06
  • CO RA
    APPROVED
    Since 2025-02-06
  • IL RA
    APPROVED
    Since 2025-02-06

Branch Locations

Denver, CO • United States

444 N. Michigan Avenue Suite 3150, Chicago, IL 60611 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Curian Clearing Llc Denver CO 09/2013 12/2016
Curian Capital, Llc Denver CO 03/2015 12/2016
Ss&C Alps Denver CO 01/2017 09/2019
Freedom Advisors San Francisco CA 09/2019 01/2024
Freedom Advisors San Francisco CA 01/2024 08/2024
Geowealth Chicago IL 09/2024 Present
  • 09/2013 → 12/2016
    Curian Clearing Llc
    Denver, CO
  • 03/2015 → 12/2016
    Curian Capital, Llc
    Denver, CO
  • 01/2017 → 09/2019
    Ss&C Alps
    Denver, CO
  • 09/2019 → 01/2024
    Freedom Advisors
    San Francisco, CA
  • 01/2024 → 08/2024
    Freedom Advisors
    San Francisco, CA
  • 09/2024 → Present
    Geowealth
    Chicago, IL
Designations
Other Names
  • Robby Gee
  • Rob Gee
  • Robert D Gee
  • Robert Gee

View on SEC IAPD

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