Investment adviser representative · Aeon Capital Partners, LLC
Geoffrey M. Collette
CRD 5191473 · Dallas, TX
At a glance
Geoffrey M. Collette is an investment adviser representative with Aeon Capital Partners, LLC in Dallas, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Geoffrey’s SEC record dates to 2020, about 6 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Aeon Capital Partners, LLCSince February 2025Dallas, TX · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- Chartered Financial Analyst
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Geoffrey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.