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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2024-01-17 |
| MD | RA | APPROVED | 2023-07-21 |
| VA | RA | APPROVED | 2023-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-01 |
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