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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-08-26 |
| NE | RA | APPROVED | 2024-04-29 |
Branch Locations
1904 South Street Suite 106, Blair, NE 68008 • United States
375 South 13Th Street, Tekamah, NE 68061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sequoia Wealth Partners | Blair | NE | 03/2024 | 04/2024 |
| Geneos Wealth Management | Blair | NE | 03/2024 | 04/2024 |
| Washington County Bank | Blair | NE | 01/2000 | 03/2024 |
| Geneos Wealth Management Inc | Tekamah | NE | 04/2024 | Present |
| Chatt Financial Services | Tekamah | NE | 04/2024 | Present |
1) DBA:CHATT FINANCIAL SERVICES LLC - Bookkeeping, Consulting located at branch location. 2) NOTARY PUBLIC. 3) CC-BH LLC- Real Estate Member. 4) Independent Rep with various insurance carriers for FIXED INSURANCE SALES. 5) CHATTERBOX LLC- Member. 6) BLAIR YMCA FOREVER FUND- Secretary. 7) TEKAMAH-HERMAN PUBLIC SCHOOLS FOUNDATION - Secretary. 8) CHATT FARMS-EMPLOYEE. 9) BURT CO PUBLIC POWER DISTRICT-BOARD OF DIRECTORS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-17 |
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