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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-29 |
| AL | RA | APPROVED | 2025-07-23 |
| NC | RA | APPROVED | 2015-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management | Greenville | NC | 05/2014 | Present |
| Taunton Financial | Greenville | NC | 01/2017 | Present |
1)DBA:TAUNTON FINANCIAL LOCATED AT BRANCH LOCATION. 2)INDEPENDENT SALES WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-14 |
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