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Current Employers
Geneos Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-06-02
  • TN RA
    APPROVED
    Since 2026-06-02

Branch Locations

306 Prosperity Road Suite 101, Knoxville, TN 37923 • 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
Geneos Wealth Management Inc Knoxville TN 06/2026 Present
Prosperity Partners Wealth Management Llc Knoxville TN 06/2026 Present
Geneos Wealth Management Knoxville TN 02/2026 06/2026
Prosperity Partners Wealth Management Llc Knoxville TN 02/2026 06/2026
University Of Tennessee Knoxville TN 08/2021 09/2023
Vanderbilt Mortgage & Finance Maryville TN 10/2023 12/2025
Pellissippi State Community College Knoxville TN 08/2019 07/2021
Christian Academy Knoxville TN 08/2005 07/2019
  • 06/2026 → Present
    Knoxville, TN
  • 06/2026 → Present
    Prosperity Partners Wealth Management Llc
    Knoxville, TN
  • 02/2026 → 06/2026
    Geneos Wealth Management
    Knoxville, TN
  • 02/2026 → 06/2026
    Prosperity Partners Wealth Management Llc
    Knoxville, TN
  • 08/2021 → 09/2023
    University Of Tennessee
    Knoxville, TN
  • 10/2023 → 12/2025
    Vanderbilt Mortgage & Finance
    Maryville, TN
  • 08/2019 → 07/2021
    Pellissippi State Community College
    Knoxville, TN
  • 08/2005 → 07/2019
    Christian Academy
    Knoxville, TN
Other Businesses

1) DBA: PROSPERITY PARTNERS WEALTH MANAGEMENT LLC located at branch location - 40 HOURS PER WEEK. 2) INDEPENDENT SALES WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS ONLY.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-22
  • S66 Uniform Combined State Law Examination
    2026-04-22

View on SEC IAPD

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