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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-06-25 |
| VA | RA | APPROVED | 2005-03-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management, Inc. | Roanoke | VA | 03/2004 | Present |
| Ifa Wealth | Roanoke | VA | 03/2024 | 01/2026 |
| Investors Financial Advisors | Roanoke | VA | 03/2004 | 03/2024 |
| Plott & French Financial Advisors | Roanoke | VA | 01/2026 | Present |
1) DBA: PLOTT & FRENCH FINANCIAL ADVISORS LOCATED AT BRANCH LOCATION 134812. 2) INDEPENDENT INSURANCE AGENT FOR VARIOUS INSURANCE CARRIERS FOR FIXED BUSINESS ONLY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-01 |
| S65 | Uniform Investment Adviser Law Examination | 1991-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-23 |
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