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Charles D Staples
CRD#: 6794345
IA
Investment Adviser
GEOWEALTH MANAGEMENT LLCCRD#: 148222 Benton, AR
Registration History
2017201820192020202120222023202420252026IAGEOWEALTH MANAGEMENT LLC (CRD# 148222)2024 - Present (<1 year)IAFIRST ASCENT ASSET MANAGEMENT, LLC (CRD# 281470)2023 - 2024 (1 year)IAGYL FINANCIAL SYNERGIES, LLC (CRD# 284758)2020 - 2021 (1 year)IAFIRSTWAVE FINANCIAL (CRD# 111044)2017 - 2020 (2 years)
License(s)

State Registrations

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Arkansas 5/10/2024

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Illinois 11/22/2024

Current Registration(s)
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GEOWEALTH MANAGEMENT LLC (CRD#:148222)
Benton, AR
Registered with this firm since 5/10/2024

Previous Registration(s)
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03/07/2023 - 03/25/2024 FIRST ASCENT ASSET MANAGEMENT, LLC (CRD#:281470) Benton, AR
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01/27/2020 - 07/29/2021 GYL FINANCIAL SYNERGIES, LLC (CRD#:284758) Westport, CT
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10/31/2017 - 02/18/2020 FIRSTWAVE FINANCIAL (CRD#:111044) SATELLITE BEACH, FL
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Disclosures
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