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 26, 1987earliest registration or exam on IAPD

Years in industry

39derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Jun 26, 1987

First registration

Jul 12, 2012

Dual registered

no

IAPD individual key

1453980

• Occurred

  Aug 20, 2025
  Advisor changed firm

  Roger Dale Cross left Harlow Wealth Management, Inc. for Geneos Wealth Management, Inc. (registered 2025-07-31)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d288d5b9-67be-319e-3523-0ea0387b946b

First observed

Jul 12, 2012

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.