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Christopher Scott Draughon

Geneos Wealth Management, Inc.

St. Augustine, FL

CRD 4164436

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Employer firm

Geneos Wealth Management, Inc. CRD 120894

$9.22B regulatory AUM 139 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Geneos Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-02-20
TX RA APPROVED 2026-02-18
FL RA APPROVED 2012-09-07
  • GA RA
    APPROVED
    Since 2026-02-20
  • TX RA
    APPROVED
    Since 2026-02-18
  • FL RA
    APPROVED
    Since 2012-09-07

Branch Locations

400 N Ponce De Leon Blvd, St. Augustine, FL 32084 • 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 St Augustine FL 08/2012 Present
First Coast Wealth Advisors St Augustine FL 08/2013 03/2026
Heffernan Financial St Augustine FL 03/2026 Present
  • 08/2012 → Present
    St Augustine, FL
  • 08/2013 → 03/2026
    First Coast Wealth Advisors
    St Augustine, FL
  • 03/2026 → Present
    Heffernan Financial
    St Augustine, FL
Previous Registrations
  • 2008-06-13 → 2012-08-06
    St Louis, MO
    St Augustine, FL
Other Businesses

1) DBA: HEFFERNAN FINANCIAL BUSINESS LOCATED AT BRANCH LOCATION. 2) CHRIS DRAUGHON PHOTOGRAPHY. 3) HEFFERNAN ADVISORY INC-EMPLOYEE. 4) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE SALES ONLY.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-30
  • S66 Uniform Combined State Law Examination
    2008-05-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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