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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2005-08-22 |
Branch Locations
3140 Chaparral Drive Bldg. C, Suite 104, Roanoke, VA 24018-4355 • United States
2709 Brambleton Avenue, Roanoke, VA 24015 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management, Inc | Roanok | VA | 08/2005 | Present |
1)DBA:WILL WORK UNDER ADVANCED FINANCIAL SOLUTIONS LOCATED AT BRANCH LOCATION. 2)INDENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-08-06 |
| S65 | Uniform Investment Adviser Law Examination | 1992-07-30 |
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