Best Investors Account Sign in
Current Employers
Geneos Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-07-19
MA RA APPROVED 2023-07-06
FL RA APPROVED 2023-06-02
ME RA APPROVED 2023-06-02
RI RA APPROVED 2023-06-02
NC RA APPROVED 2023-06-01
  • AZ RA
    APPROVED
    Since 2023-07-19
  • MA RA
    APPROVED
    Since 2023-07-06
  • FL RA
    APPROVED
    Since 2023-06-02
  • ME RA
    APPROVED
    Since 2023-06-02
  • RI RA
    APPROVED
    Since 2023-06-02
  • NC RA
    APPROVED
    Since 2023-06-01

Branch Locations

174 Church St, Whitinsville, MA 01588 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ra Parker Ins. Inc Dba As Robert Parker Ins & Financial Services Whitinsville MA 06/1990 Present
Cambridge Investment Research, Inc. Fairfield IA 07/2016 12/2016
Cambridge Investment Research Advisors, Inc. Fairfield IA 07/2016 12/2016
American Portfolios Financial Services, Inc. Holbrook NY 12/2016 06/2023
Geneos Wealth Management Inc. Whitinsville MA 06/2023 Present
  • 06/1990 → Present
    Ra Parker Ins. Inc Dba As Robert Parker Ins & Financial Services
    Whitinsville, MA
  • 07/2016 → 12/2016
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 07/2016 → 12/2016
    Cambridge Investment Research Advisors, Inc.
    Fairfield, IA
  • 12/2016 → 06/2023
    American Portfolios Financial Services, Inc.
    Holbrook, NY
  • 06/2023 → Present
    Whitinsville, MA
Previous Registrations
  • 2017-01-03 → 2023-06-01
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 2014-02-26 → 2015-09-24
    Investors Capital Corp.
    Lynnfield, MA
    Whitinsville, MA
Other Businesses

1) DBA: RA. Parker Insurance Inc, DBA Robert A. Parker Insurance and Financial Services - Agency Principal - Independent Rep with various insurance companies for FIXED INSURANCE SALES - start date - 06/1990 - non- Investment related - 40 HR/WK - 40/Trading. 3). Northbridge High School 171 Linwood Ave, Whitinsville MA - Varsity Assistant Football Coach. Start Date 9/2007. 40 hours devoted to this activity. 4) JAG Realty - owner of short term vacation rentals, non-investment related business, 50% ownership, 1-2 hours devoted to this activity - start date - 10/2020 - done at branch location. 5) Rekrap Realty LLC - Rental Income - non-investment related business done at branch location. 1 hour per month - start date 01/2008. 5) NOTARY PUBLIC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-05
  • S66 Uniform Combined State Law Examination
    2012-03-05

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Whitinsville, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor