George Richard Truitt

Current Employers

Geneos Wealth Management, Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2007-04-19

TX RA
APPROVED

Since 2007-04-19

Branch Locations

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

Tyler, TX • 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

Organization	City	State	From	To
Geneos Wealth Management, Inc	Tyler	TX	04/2007	Present
Willam F. Robertson & Associates	Tyler	TX	04/2007	Present

04/2007 → Present

Geneos Wealth Management, Inc

Tyler, TX
04/2007 → Present

Willam F. Robertson & Associates

Tyler, TX

Previous Registrations

2002-10-07 → 2008-08-26

William F. Robertson & Associates

Fort Worth, TX
2002-11-15 → 2007-05-03

Osaic Wealth, Inc.

Ft Worth, TX

Fort Worth, TX

Other Businesses

1) DBA:OWNER OF WILLIAM F ROBERTSON & ASSOCIATES BUSINESS LOCATED AT BRANCH LOCATION. 2) KS FINANCIAL GROUP INC. 3) INDENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 4) TAX PREPARATION.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2000-05-16

S63 Uniform Securities Agent State Law Examination

2000-05-16

Other Names

Richard Truitt

View on SEC IAPD

Current Employers

Geneos Wealth Management, Inc.

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews