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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 | 2025-01-21 |
| FL | RA | APPROVED | 2025-01-17 |
| NC | RA | APPROVED | 2025-01-16 |
| MD | RA | APPROVED | 2005-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management Inc. | Chestertown | MD | 07/2005 | Present |
| Chesapeake Investment Advisors, Inc. | Chestertown | MD | 07/2005 | Present |
1) DBA:WILL WORK UNDER CHESAPEAKE INVESTMENT ADVISORS INC LOCATED AT BRANCH LOCATION. 2) PROPERTY MANAGEMENT. 3) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS ONLY. 4) NOTARY PUBLIC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-23 |
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