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Current Employers
Geneos Wealth Management, Inc.

9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2004-01-29
  • CO RA
    APPROVED
    Since 2004-01-29

Branch Locations

9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Geneos Wealth Management, Inc Englewood CO 01/2004 Present
Portfolio Design Advisors Englewood CO 01/2011 07/2024
Previous Registrations
  • 2017-01-11 → 2024-07-02
    Portfolio Design Advisors, Inc.
    Englewood, CO
  • 2012-07-06 → 2016-12-31
    Portfolio Design Advisors, Inc.
    Englewood, CO
  • 2011-01-27 → 2011-02-22
    Portfolio Design Advisors, Inc.
    Centennial, CO
  • 2003-02-10 → 2004-06-14
    United Securities Alliance, Inc.
    Greenwood Village, CO
Other Businesses

1) S LAZY R RANCH-OWNER. 2) GENTECH-PRESIDENT. 3) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS ONLY. 4) SOFTEK INIC-SUBJECT MATTER EXPERT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-02-06
  • S66 Uniform Combined State Law Examination
    2003-02-06
Other Names
  • Dean A Rager

View on SEC IAPD

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