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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2015-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barnhart-Arthur Investments | Roanoke | VA | 02/2011 | 07/2022 |
| Geneos Wealth Management Inc | Roanoke | VA | 07/2015 | Present |
| Ifa Wealth | Roanoke | VA | 07/2022 | Present |
1) WILL WORK AS A REGISTERED ASSISTANT UNDER IFA WEALTH BUSINESS LOCATED AT BRANCH LOCATION. 2) NOTARY PUBLIC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-07 |
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