David Sean Carl

Employer firm

Geneos Wealth Management, Inc. CRD 120894

$9.22B regulatory AUM 139 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 06/2026
  Geneos Wealth Management
  Coppell, TX
• 06/2010 → 12/2022
  Professional Wealth Mangement Group
  Coppell, TX
• 01/2023 → 06/2026
  Pro Wealth Pllc
  Addison, TX
• 06/2026 → Present
  Geneos Wealth Management
  Addison, TX
• 06/2026 → Present
  Weaver, Ware & Martin Wealth Management And Advisory Services
  Addison, TX

Previous Registrations

• 2004-08-24 → 2013-07-01
  Hornor, Townsend & Kent, Llc
  Grapevine, TX
  Addison, TX
  Addison, TX
• 2002-07-03 → 2004-08-20
  New England Securities
  Dallas, TX

Other Businesses

1) WILL WORK AS A REGISTERED ASSISTANT FOR WEAVER, WARE & MARTIN WEALTH MANAGEMENT AND ADVISORY SERVICES located at branch location. 2) PRO WEALTH PLLC-OWNER.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-11-25

Designations

• Certified Financial Planner