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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-09 |
| TX | RA | APPROVED_RES | 2013-09-19 |
| NM | RA | APPROVED | 2005-05-05 |
Branch Locations
2019 E-3 Galisteo St, Santa Fe, NM 87505 • United States
9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management Inc. | Santa Fe | NM | 05/2005 | Present |
| Chalice Asset Management Llc | Santa Fe | NM | 01/2017 | Present |
1)DBA:CHALICE ASSET MANAGEMENT LLC BUSINESS LOCATED AT BRANCH LOCATION. 2)INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3)TAX PREP AND TAX ESTIMATES. 4)ARTIST. 5)RENTAL INCOME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-13 |
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