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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-02-03 |
| OK | RA | APPROVED | 2003-09-10 |
Branch Locations
9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
7233 S 85Th E Avenue Suite #400, Tulsa, OK 74133 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Managment, Inc. | Tulsa | OK | 09/2003 | Present |
| Woodland Wealth Management Llc | Tulsa | OK | 01/2011 | Present |
1) DBA:WOODLAND WEALTH MANAGEMENT LLC BUSINESS LOCATED BRANCH LOCATION. 2) INDEPENDENT INSURANCE AGENT FOR VARIOUS CARRIERS FOR FIXED ONLY. 3) EXPERT WITNESS. 4) WOODLAND SPORTS-FIREARMS DEALER. 5) TULSA COMMUNITY COLLEGE-INSTRUCTOR. 6) CEDAR RIDGE COUNTRY CLUB-HOUSE COMMITTEE MEMBER. 7) AUTHOR. 8) TULSA CHAPTER OF CFP'S-BOARD OF DIRECTORS. 9) MODEL TRAIN SALES. 10) CFP ETHICS BOARD-BOARD MAMBER. 11) WOODLAND OFFICE PARK ASSOCIATION-VICE PRESIDENT. 12) CAT TOURS LLC-OWNER. 13) CBGBRE LLC-MEMBER REAL ESTATE. 14) JENKS PUBLIC RADIO-BOARD MEMBER AND RADIO TECH ADVISOR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1984-01-12 |
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