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Current Employers
Geneos Wealth Management, Inc.

9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2023-05-30
  • OK RA
    APPROVED
    Since 2023-05-30

Branch Locations

600 N Walker Ave Suite 102, Oklahoma City, OK 73102 • 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
Geneos Wealth Management Oklahoma City OK 10/2021 Present
Bolt Investment Group Llc Oklahoma City OK 10/2021 Present
High Plains Lease Care Kingfisher OK 05/2013 01/2017
Energy Transfer Partners Cashion OK 01/2017 10/2021
  • 10/2021 → Present
    Geneos Wealth Management
    Oklahoma City, OK
  • 10/2021 → Present
    Bolt Investment Group Llc
    Oklahoma City, OK
  • 05/2013 → 01/2017
    High Plains Lease Care
    Kingfisher, OK
  • 01/2017 → 10/2021
    Energy Transfer Partners
    Cashion, OK
Other Businesses

1) WILL WORK AS AN ASSISTANT FOR BOLT INVESTMENT GROUP LLC LOCATED AT BRANCH LOCATION-40 HOURS PER WEEK. 2) DOS OKIES LLC-OWNER.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-03
  • S66 Uniform Combined State Law Examination
    2023-05-03

View on SEC IAPD

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