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Wesley Lee Strode

Geneos Wealth Management, Inc.

Englewood, CO

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Current Employers
Geneos Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2012-02-23
  • CO RA
    APPROVED
    Since 2012-02-23

Branch Locations

9635 Maroon Circle Suite 100, Englewood, CO 80112 • 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 Englewood CO 02/2012 Present
Portfolio Design Advisors Englewood CO 02/2012 07/2024
Previous Registrations
  • 2017-01-11 → 2024-07-02
    Portfolio Design Advisors, Inc.
    Englewood, CO
  • 2012-03-22 → 2016-12-31
    Portfolio Design Advisors, Inc.
    Centennial, CO
  • 2011-09-30 → 2012-02-22
    Empower Advisory Group, Llc
    Greenwood Village, CO
Other Businesses

1) S LAZY R RANCH-OWNER.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-09-29
  • S65 Uniform Investment Adviser Law Examination
    2011-09-29
Designations
Other Names
  • Wesley L Strode

View on SEC IAPD

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