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Current Employers
Geneos Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-01-05
NE RA APPROVED 2014-09-18
  • TX RA
    APPROVED
    Since 2015-01-05
  • NE RA
    APPROVED
    Since 2014-09-18

Branch Locations

214 W 6Th St, Suite 4, York, NE 68467 • United States

1453 29Th Ave, Columbus, NE 68601 • United States

14507 California Street, Omaha, NE 68154 • 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 Inc York NE 09/2014 Present
Sequoia Wealth Partners York NE 08/2008 Present
Previous Registrations
Other Businesses

1) DBA - WILL WORK UNDER SEQUOIA WEALTH PARTNERS BUSINESS LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS. 3) YORKSHIRE PLAYHOUSE-BOARD MEMBER. 4) YORKSHIRE PLAYHOUSE FOUNDATION-BOARD MEMBER.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-09-02
S63 Uniform Securities Agent State Law Examination 2008-08-15
  • S65 Uniform Investment Adviser Law Examination
    2008-09-02
  • S63 Uniform Securities Agent State Law Examination
    2008-08-15
Other Names
  • Larry A Deal

View on SEC IAPD

More in York, NE

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