CALLIE RAE GEIST is an investment adviser representative (IAR) with state registration records since 2014, appearing at 3 firms. Currently registered with SEQUOIA FINANCIAL ADVISORS, L.L.C..
| Firm | From | To | Current |
|---|---|---|---|
| SEQUOIA FINANCIAL ADVISORS, L.L.C. | 2025-03-31 | present | Yes |
| CARLSON CAPITAL MANAGEMENT, LLC | 2015-12-15 | 2025-09-10 | — |
| CARLSON CAPITAL MANAGEMENT | 2014-01-30 | 2015-12-31 | — |