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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-01-05 |
| NE | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management Inc | York | NE | 09/2014 | Present |
| Sequoia Wealth Partners | York | NE | 08/2008 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-15 |
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