Jessie C Baldwin

Current Employers

Geneos Wealth Management, Inc.

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2022-07-21

AZ RA
APPROVED

Since 2022-07-21

Branch Locations

2581 N First Avenue, Tucson, AZ 85719 • 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	Tuscon	AZ	11/2021	Present
Synergy Wealth Solutions Llc	Tucson	AZ	11/2021	Present
Generation Financial	Tucson	AZ	01/2012	06/2018
E Z Accounting Solutions	Tucson	AZ	07/2018	10/2021

11/2021 → Present

Geneos Wealth Management

Tuscon, AZ
11/2021 → Present

Synergy Wealth Solutions Llc

Tucson, AZ
01/2012 → 06/2018

Generation Financial

Tucson, AZ
07/2018 → 10/2021

E Z Accounting Solutions

Tucson, AZ

Other Businesses

1) WILL WORK AS A REGISTERED ASSISTANT FOR SYNERGY WEALTH SOLUTIONS LLC LOCATED AT BRANCH LOCATION - 40 HOURS PER WEEK. 2) A TO Z ACCOUNTING SOLUTIONS LLC-PRESIDENT. 3) ENROLLED AGENT.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-07-19

S65 Uniform Investment Adviser Law Examination

2022-07-19

Other Names

Jessie C Witthoeft

View on SEC IAPD

Current Employers

Geneos Wealth Management, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

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