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.

Current firm

GENEOS WEALTH MANAGEMENT, INC.

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 1990earliest registration or exam on IAPD

Years in industry

36derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

6

Exams

S66

First exam

Mar 5, 2012

First registration

Feb 26, 2014

Dual registered

yes, broker-dealer

IAPD individual key

3051179

• Occurred

  Jun 1, 2023
  Advisor changed firm

  Gregg Charles Parker left American Portfolios Advisors, Inc for Geneos Wealth Management, Inc. (registered 2023-06-01)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:44270176-9f2e-4d71-89ad-8c9192aa7032

First observed

Feb 26, 2014

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.