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KAREN LOUISE GARCIA
CRD#: 1797312
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Investment Adviser
GEOWEALTH MANAGEMENT LLCCRD#: 148222 Littleton, CO
Registration History
199820002002200420062008201020122014201620182020202220242026IAGEOWEALTH MANAGEMENT LLC (CRD# 148222)2024 - Present (<1 year)IAFIRST ASCENT ASSET MANAGEMENT, LLC (CRD# 281470)2017 - 2024 (6 years)IAINVESTMENT CONSULTING GROUP LLC (CRD# 113323)1999 - 2003 (4 years)
License(s)

State Registrations

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Colorado 4/26/2024

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Illinois 5/3/2024

Current Registration(s)
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GEOWEALTH MANAGEMENT LLC (CRD#:148222)
Littleton, CO
Registered with this firm since 4/26/2024

Previous Registration(s)
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10/13/2017 - 03/25/2024 FIRST ASCENT ASSET MANAGEMENT, LLC (CRD#:281470) DENVER, CO
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01/01/1999 - 10/27/2003 INVESTMENT CONSULTING GROUP LLC (CRD#:113323) DENVER, CO
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Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.