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Advisor at GENEOS WEALTH MANAGEMENT, INC.
HOMER GLEN, IL | Bluffton, SC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| GENEOS WEALTH MANAGEMENT, INC. | Bd affiliated wealth | Oct 23, 2017 | n/a | yes | HOMER GLEN, IL|Bluffton, SC | Current employment |
| SII INVESTMENTS, INC. | Former SEC adviser | Mar 2, 2009 | Oct 23, 2017 | no | ORLAND PARK, IL | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Apr 19, 2007 | Sep 17, 2008 | no | OAKBROOK TERRACE, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SII INVESTMENTS, INC. | GENEOS WEALTH MANAGEMENT, INC. | Oct 23, 2017 | Oct 23, 2017 | 0 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | SII INVESTMENTS, INC. | Sep 17, 2008 | Mar 2, 2009 | 166 | Firm change | Other |