DFX Intelligence

Data Factory

RIA / WealthAdvisor29 years in industry

FRANCIS MARTIN GILLIS

Advisor at WELLTH ADVISORY SERVICES, LLC

Fort Collins, CO | SHOREWOOD, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a191d9ab-993f-a95a-741f-7f97e73cb51a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 22, 1999 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLTH ADVISORY SERVICES, LLC
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 28, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S63|S65
First exam: Oct 28, 1996
First registration: Jul 22, 1999
Dual registered: no
Other names: FRAN GILLIS
IAPD individual key: 1590453

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLTH ADVISORY SERVICES, LLC	Institutional manager	Feb 14, 2025	n/a	yes	SHOREWOOD, IL\|Fort Collins, CO	Current employment
Dynamic	Independent wealth	Mar 14, 2012	Feb 18, 2025	no	PHOENIX, AZ\|FORT COLLINS, CO\|FORT COLLINS, CO	Previous registration
GENEOS WEALTH MANAGEMENT, INC.	Bd affiliated wealth	Apr 18, 2006	Dec 31, 2010	no	Englewood, CO\|FT COLLINS, CO\|ENGLEWOOD, CO	Previous registration
GILLIS FINANCIAL SOLUTIONS, LLC.	n/a	Jul 22, 1999	Dec 19, 2012	no	FORT COLLINS, CO\|FORT COLLINS, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Dynamic	WELLTH ADVISORY SERVICES, LLC	Feb 18, 2025	Feb 14, 2025	-4	Firm change	Other
GILLIS FINANCIAL SOLUTIONS, LLC.	GENEOS WEALTH MANAGEMENT, INC.	Dec 19, 2012	Apr 18, 2006	-2,437	Firm change after gap	Other
GENEOS WEALTH MANAGEMENT, INC.	Dynamic	Dec 31, 2010	Mar 14, 2012	439	Firm change after gap	Other

Relationships

Registered with (4)

→ WELLTH ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Feb 14, 2025 to presentfactForm ADV
→ DYNAMICRegistered adviserregistration: previous registration
Mar 14, 2012 to Feb 18, 2025factForm ADV
→ GILLIS FINANCIAL SOLUTIONS, LLC.Registered adviserregistration: previous registration
Jul 22, 1999 to Dec 19, 2012factForm ADV
→ GENEOS WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Apr 18, 2006 to Dec 31, 2010factForm ADV

Dated events

Occurred
Feb 18, 2025
Advisor changed firm
Francis Martin Gillis left Dynamic for Wellth Advisory Services, Llc (registered 2025-02-14)
Form ADVobserved 4 days ago