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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-05-30 |
Branch Locations
600 N Walker Ave Suite 102, Oklahoma City, OK 73102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
1) WILL WORK AS AN ASSISTANT FOR BOLT INVESTMENT GROUP LLC LOCATED AT BRANCH LOCATION-40 HOURS PER WEEK. 2) DOS OKIES LLC-OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-03 |
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