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Geneos Wealth Management, Inc. CRD 120894
$9.22B regulatory AUM 139 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2016-02-04 |
Branch Locations
127 Oakmont Drive, Greenville, NC 27858 • United States
156 Water St Suite 101, Washington, NC 27889 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management, Inc. | Washington | NC | 04/2008 | Present |
| Buckman Investments Llc | Washington | NC | 08/2008 | Present |
1)DBA:BUCKMAN INVESTMENTS LLC LOCATED AT BRANCH LOCATION. 2)INDENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3)K A BROTHERS LLC-OWNER REAL ESTATE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-09 |
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