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Current Employers
Geneos Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2017-06-30
  • CO RA
    APPROVED
    Since 2017-06-30

Branch Locations

9085 E Mineral Circle Suite 215, Centennial, CO 80112 • 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
Geneos Wealth Management Centennial CO 08/2016 06/2017
Williams Investment Network Centennial CO 08/2016 06/2017
Williams Investment Network Centennial CO 06/2017 07/2025
Geneos Wealth Management Inc Centennial CO 06/2017 Present
Win Advisors Group Centennial CO 07/2025 Present
  • 08/2016 → 06/2017
    Geneos Wealth Management
    Centennial, CO
  • 08/2016 → 06/2017
    Williams Investment Network
    Centennial, CO
  • 06/2017 → 07/2025
    Williams Investment Network
    Centennial, CO
  • 06/2017 → Present
    Centennial, CO
  • 07/2025 → Present
    Win Advisors Group
    Centennial, CO
Other Businesses

1) DBA: will work under WIN ADVISORS GROUP LOCATED AT BRANCH LOCATION. 2) independent Rep with various insurance carriers for fixed insurance business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-27
  • S66 Uniform Combined State Law Examination
    2017-01-27
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

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