Best Investors Account Sign in
Current Employers
Geneos Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-01-02
  • WA RA
    APPROVED
    Since 2025-01-02

Branch Locations

959 11Th Ave Suite B, Longview, WA 98632 • 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
Anderson And Anderson Advisory Llc Longview WA 04/2024 Present
Statco-Dsi Woodland WA 02/2023 04/2024
Unemployed Longview WA 06/2022 02/2023
University Of Washington Seattle WA 09/2018 06/2022
Ra Long High School Longview WA 09/2014 06/2018
Geneos Wealth Managment Longview WA 04/2024 Present
Geneos Wealth Management Inc Longview WA 01/2025 Present
Anderson & Anderson Advisory, Llc Longview WA 06/2024 04/2025
Anderson And Anderson Advisory Llc Longview WA 04/2025 Present
  • 04/2024 → Present
    Anderson And Anderson Advisory Llc
    Longview, WA
  • 02/2023 → 04/2024
    Statco-Dsi
    Woodland, WA
  • 06/2022 → 02/2023
    Unemployed
    Longview, WA
  • 09/2018 → 06/2022
    University Of Washington
    Seattle, WA
  • 09/2014 → 06/2018
    Ra Long High School
    Longview, WA
  • 04/2024 → Present
    Geneos Wealth Managment
    Longview, WA
  • 01/2025 → Present
    Longview, WA
  • 06/2024 → 04/2025
    Anderson & Anderson Advisory, Llc
    Longview, WA
  • 04/2025 → Present
    Anderson And Anderson Advisory Llc
    Longview, WA
Previous Registrations
  • 2024-06-20 → 2025-03-31
    Anderson & Anderson Advisory, Llc
    Longview, WA
Other Businesses

1) DBA: ANDERSON AND ANDERSON ADVISORY LLC LOCATED AT BRANCH LOCATION. 2) ANDERSON AND ANDERSON ADVISORY LLC-ASSISTANT. 3) RA LONG HIGH SCHOOL-ASSISTANT BASKETBALL COACH.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-10-24
S65 Uniform Investment Adviser Law Examination 2024-06-19
  • S63 Uniform Securities Agent State Law Examination
    2024-10-24
  • S65 Uniform Investment Adviser Law Examination
    2024-06-19
Other Names
  • Conner Wallace

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Longview, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor