Roger Dale Cross

Current Employers

Geneos Wealth Management, Inc.

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

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2025-07-31

WA RA
APPROVED

Since 2025-07-31

Branch Locations

Brush Prairie, WA • 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

Organization	City	State	From	To
Harlow Wealth Management, Inc.(F/K/A Nw Tax Advisory Group, Inc)	Vancouver	WA	07/2012	07/2025
A. L. Insurance Group, Inc.	Vancouver	WA	06/2004	12/2016
Harlow Wealth Management, Inc	Vancouver	WA	07/2012	10/2024
Harlow Insurance Agency, Llc	Vancouver	WA	10/2024	07/2025
Geneos Wealth Management Inc	Prairie	WA	07/2025	Present
Common Ground Advisory	Brush Prairie	WA	09/2025	Present

07/2012 → 07/2025

Harlow Wealth Management, Inc.(F/K/A Nw Tax Advisory Group, Inc)

Vancouver, WA
06/2004 → 12/2016

A. L. Insurance Group, Inc.

Vancouver, WA
07/2012 → 10/2024

Harlow Wealth Management, Inc

Vancouver, WA
10/2024 → 07/2025

Harlow Insurance Agency, Llc

Vancouver, WA
07/2025 → Present

Geneos Wealth Management Inc

Prairie, WA
09/2025 → Present

Common Ground Advisory

Brush Prairie, WA

Previous Registrations

2012-07-12 → 2025-08-20

Harlow Wealth Management, Inc.

Vancouver, WA

Other Businesses

1) DBA will work under COMMON GROUND ADVISORY located at branch location. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE SALES ONLY.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-06-16
S63	Uniform Securities Agent State Law Examination	1987-06-26

S65 Uniform Investment Adviser Law Examination

2012-06-16
S63 Uniform Securities Agent State Law Examination

1987-06-26

View on SEC IAPD