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Current Employers
Geneos Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-01-17
MD RA APPROVED 2023-07-21
VA RA APPROVED 2023-07-07
  • NC RA
    APPROVED
    Since 2024-01-17
  • MD RA
    APPROVED
    Since 2023-07-21
  • VA RA
    APPROVED
    Since 2023-07-07

Branch Locations

104 Wadsworth Street, Radford, VA 24143 • 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
Plott & French Financial Advisors Radford VA 10/2021 07/2023
Geneos Wealth Management Inc Radford VA 10/2021 07/2023
Altantic Union Bank Roanoke VA 10/2014 11/2017
Virginia Tech Blacksburg VA 11/2017 06/2022
Geneos Wealth Management Inc Radford VA 07/2023 Present
Plott And French Financial Advisors Radford VA 07/2023 Present
  • 10/2021 → 07/2023
    Plott & French Financial Advisors
    Radford, VA
  • 10/2021 → 07/2023
    Radford, VA
  • 10/2014 → 11/2017
    Altantic Union Bank
    Roanoke, VA
  • 11/2017 → 06/2022
    Virginia Tech
    Blacksburg, VA
  • 07/2023 → Present
    Radford, VA
  • 07/2023 → Present
    Plott And French Financial Advisors
    Radford, VA
Other Businesses

1) DBA: will work under PLOTT & FRENCH FINANCIAL ADVISORS non investment related business located at branch location -40 HOURS PER WEEK. 2) RAINBOW RIDERS-TREASURER. 3) NOTARY PUBLIC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-01
  • S66 Uniform Combined State Law Examination
    2023-07-01
Other Names
  • Tawana M French

View on SEC IAPD

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