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Inactive

Charles D Staples

Geowealth Management LLC

Chicago, IL

Benton, AR

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Current Employers
Geowealth Management Llc

444 N. Michigan Avenue Suite 3150, Chicago, IL 60611 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2026-01-05
IL RA APPROVED 2026-01-05
  • AR RA
    APPROVED
    Since 2026-01-05
  • IL RA
    APPROVED
    Since 2026-01-05

Branch Locations

444 N. Michigan Avenue Suite 3150, Chicago, IL 60611 • United States

Benton, AR • 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
Firstwave Financial Satellite Beach FL 10/2016 01/2020
Devereux Foundation Melbourne FL 03/2008 10/2016
Gyl Financial Synergies, Llc West Hartford CT 01/2020 07/2021
First Ascent Asset Management, Llc Denver CO 08/2021 03/2024
Geowealth Management Llc Chicago IL 03/2024 Present
  • 10/2016 → 01/2020
    Firstwave Financial
    Satellite Beach, FL
  • 03/2008 → 10/2016
    Devereux Foundation
    Melbourne, FL
  • 01/2020 → 07/2021
    Gyl Financial Synergies, Llc
    West Hartford, CT
  • 08/2021 → 03/2024
    First Ascent Asset Management, Llc
    Denver, CO
  • 03/2024 → Present
    Geowealth Management Llc
    Chicago, IL
Previous Registrations
  • 2023-03-07 → 2024-03-25
    First Ascent Asset Management, Llc
    Denver, CO
    Benton, AR
  • 2020-01-27 → 2021-07-29
    Gyl Financial Synergies, Llc
    Westport, CT
    Westport, CT
  • 2017-10-31 → 2020-02-18
    Firstwave Financial
    Satellite Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-05
  • S65 Uniform Investment Adviser Law Examination
    2017-09-05

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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