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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-05 |
| VA | RA | APPROVED | 2023-08-31 |
Branch Locations
2709 Brambleton Avenue, Roanoke, VA 24015 • United States
2401 South Main Street Suite C, Blacksburg, VA 24060 • United States
104 Wadsworth Street, Radford, VA 24143 • United States
949C E Stuart Dr. , Galax, VA 24333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management | Radford | VA | 05/2022 | Present |
| Plott & French Financial Advisors | Radford | VA | 05/2022 | Present |
| Rolling Hills Farm | Woodlawn | VA | 03/2013 | 03/2018 |
| Virginia Tech | Blacksburg | VA | 08/2020 | 05/2023 |
| Unemployed | Woodlawn | VA | 04/2018 | 07/2020 |
| Geneos Wealth Management Inc | Radford | VA | 09/2023 | Present |
| Plott & French Financial Advisors | Radford | VA | 09/2023 | Present |
1) DBA: will work under PLOTT & FRENCH FINANCIAL ADVISORS a non investment related business located at branch location- 40 hours per week. 2) Independent Rep with various insurance carriers for FIXED INSURANCE SALES done at branch location. 3) PLOTT AND FRENCH FINANCIAL ADVISORS-REGISTERED ASSISTANT. 4) NOTARY PUBLIC. 5) BUSINESS AND BIRDIE GOLF TOURNAMENTS-OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-26 |
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