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Current Employers
Geneos Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2025-08-08
NC RA APPROVED 2024-05-29
TX RA APPROVED 2020-10-16
VA RA APPROVED 2020-06-03
  • NM RA
    APPROVED
    Since 2025-08-08
  • NC RA
    APPROVED
    Since 2024-05-29
  • TX RA
    APPROVED
    Since 2020-10-16
  • VA RA
    APPROVED
    Since 2020-06-03

Branch Locations

2709 Brambleton Avenue, Roanoke, VA 24015 • 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
Investors Financial Advisors Roanoke VA 11/2019 06/2020
Geneos Wealth Management Roanoke VA 11/2019 10/2020
Eco-Nize Closets Falls Church VA 06/2018 11/2019
Carahsoft Technology Reston VA 07/2016 06/2018
Ifa Wealth Roanoke VA 06/2020 10/2020
Geneos Wealth Management Inc Roanoke CO 10/2020 Present
Ifa Wealth Roanoke VA 10/2020 Present
  • 11/2019 → 06/2020
    Investors Financial Advisors
    Roanoke, VA
  • 11/2019 → 10/2020
    Geneos Wealth Management
    Roanoke, VA
  • 06/2018 → 11/2019
    Eco-Nize Closets
    Falls Church, VA
  • 07/2016 → 06/2018
    Carahsoft Technology
    Reston, VA
  • 06/2020 → 10/2020
    Ifa Wealth
    Roanoke, VA
  • 10/2020 → Present
    Roanoke, CO
  • 10/2020 → Present
    Ifa Wealth
    Roanoke, VA
Other Businesses

1) DBA: will work under IFA WEALTH business located at branch location. 2) Independent Rep with various insurance carriers for fixed insurance business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-27
  • S66 Uniform Combined State Law Examination
    2020-05-27

View on SEC IAPD

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