DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Geneos Wealth Management, Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

Advisor	From	To	Type	Left	Registered
Jeffrey Eric O'Donnell	Geneos Wealth Management, Inc. other	Concourse Financial Group Advisors other	Other	Nov 18, 2011	Nov 21, 2011
Naomi Ruth Rominski	Geneos Wealth Management, Inc. other	Western International Securities other	Other	Nov 9, 2011	Nov 9, 2011
Scott L Bergan	Geneos Wealth Management, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Oct 18, 2011	Oct 27, 2011
Margaret Deborah Bergan	Geneos Wealth Management, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Oct 18, 2011	Oct 27, 2011
Alan David Holman	Geneos Wealth Management, Inc. other	Adrian & Associates Inc unclassified	Other	Oct 17, 2011	Mar 1, 2010
Robert George Vail	Geneos Wealth Management, Inc. other	People'S Securities, Inc. other	Other	Oct 10, 2011	Jan 19, 2012 (101 d)
Dennis Shane Mcmillan	Geneos Wealth Management, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Sep 14, 2011	Sep 14, 2011
Albert G Flores	Geneos Wealth Management, Inc. other	Seal Financial Services, Inc. other	Other	Sep 1, 2011	Oct 20, 2011 (49 d)
Michael Albert Verhalen	Geneos Wealth Management, Inc. other	Woodbury Financial Services, Inc. other	Other	Jul 5, 2011	Aug 31, 2011 (57 d)
Jonathan Andrew Moyer	Geneos Wealth Management, Inc. other	Valic Financial Advisors, Inc. other	Other	Jul 5, 2011	Sep 1, 2011 (58 d)
Tammie Moore Parran	Geneos Wealth Management, Inc. other	Ele Advisory Services, Inc independent RIA	Other	Jul 1, 2011	Apr 26, 2011
Marcelle Gordon	Geneos Wealth Management, Inc. other	Ele Advisory Services, Inc independent RIA	Other	Jul 1, 2011	Apr 26, 2011
Ellis Nurogar Liddell	Geneos Wealth Management, Inc. other	Ele Advisory Services, Inc independent RIA	Other	Jun 30, 2011	Apr 14, 2011
Jesse William Hauptrief	Geneos Wealth Management, Inc. other	Resource Wealth Management, LLC unclassified	Other	Apr 1, 2011	Mar 23, 2011
Francis Martin Gillis	Geneos Wealth Management, Inc. other	Dynamic other	Other	Dec 31, 2010	Mar 14, 2012 (439 d)
John Thomas Birney	Geneos Wealth Management, Inc. other	United Planners' Financial Services Of America A Limited Partner other	Other	Jul 16, 2010	Jul 27, 2010
Michelle Dawn France	Geneos Wealth Management, Inc. other	Knox Capital Advisors, LLC other	Other	Apr 30, 2010	Jan 13, 2009
Kristine Jane Witherow	Geneos Wealth Management, Inc. other	Concourse Financial Group Advisors other	Other	Apr 7, 2010	Jun 2, 2010 (56 d)
Dewayne Ray Nelson	Geneos Wealth Management, Inc. other	Lwi Financial Inc. other	Other	Oct 14, 2009	Nov 17, 2009 (34 d)
Kevin Jay Aguas	Geneos Wealth Management, Inc. other	Cue Financial Group, Inc. other	Other	Jun 30, 2009	Sep 1, 2009 (63 d)
Rebecca Louise Eckert	Geneos Wealth Management, Inc. other	Kms Financial Services, Inc other	Other	Mar 3, 2009	Jun 15, 2009 (104 d)
Eric Michael Courage	Geneos Wealth Management, Inc. other	U.S. Bancorp Investments, Inc. other	Other	Feb 9, 2009	Feb 3, 2016 (2550 d)
Kristine Jane Witherow	Geneos Wealth Management, Inc. other	Uvest Financial Services Group, Inc. unclassified	Other	Jan 29, 2009	Feb 4, 2009
Christopher William Jeppson	Geneos Wealth Management, Inc. other	Knox Capital Advisors, LLC other	Other	Dec 31, 2008	Jan 8, 2009
Paul Daniel Brick	Geneos Wealth Management, Inc. other	Edelman Financial Services, LLC other	Other	Dec 31, 2008	Mar 20, 2013 (1540 d)
Stephen Guy Shipp	Geneos Wealth Management, Inc. other	Foothill Securities, Inc. other	Other	Jun 4, 2008	Jun 5, 2008
Dawn M. Jones	Geneos Wealth Management, Inc. other	Raymond James Financial Services Advisors, Inc other	Other	May 30, 2008	Aug 3, 2009 (430 d)
Brian Joseph Lockett	Geneos Wealth Management, Inc. other	Comprehensive Wealth Management other	Other	Apr 28, 2008	Mar 28, 2008
Mark Allen Dixon	Geneos Wealth Management, Inc. other	Conrad Siegel Investment Advisors other	Other	Apr 11, 2008	Jul 11, 2017 (3378 d)
Todd Matthew Kirsch	Geneos Wealth Management, Inc. other	Raymond James Financial Services Advisors, Inc other	Other	Mar 17, 2008	Jul 2, 2013 (1933 d)
James Bradley Teegarden	Geneos Wealth Management, Inc. other	Mutual Trust Asset Mgmt., Inc. other	Other	Feb 26, 2008	Jan 8, 2013 (1778 d)
Vincent Charles Amalfitano	Geneos Wealth Management, Inc. other	Raymond James Financial Services Advisors, Inc other	Other	Feb 26, 2008	Jan 2, 2009 (311 d)
William Elton Leitch	Geneos Wealth Management, Inc. other	Valentine Capital Asset Management, Inc. other	Other	Feb 21, 2008	Feb 20, 2008
Heather B Styles	Geneos Wealth Management, Inc. other	Fisher Investments independent RIA	Other	Jan 18, 2008	May 6, 2023 (5587 d)
Ronald Chrysler Hauf	Geneos Wealth Management, Inc. other	Ssn Advisory, Inc. other	Other	Oct 1, 2007	Oct 2, 2007
Charles John Potter	Geneos Wealth Management, Inc. other	Ssn Advisory, Inc. other	Other	Sep 7, 2007	Aug 31, 2007
Joshua John Potter	Geneos Wealth Management, Inc. other	Ssn Advisory, Inc. other	Other	Sep 6, 2007	Aug 31, 2007
Scott Richard Flynn	Geneos Wealth Management, Inc. other	Flynn Planning Group, LLC unclassified	Other	Aug 21, 2007	Dec 4, 2013 (2297 d)
Brian David Havermann	Geneos Wealth Management, Inc. other	Berthel Fisher & Company Financial Services, Inc. other	Other	Jun 29, 2007	Jun 29, 2007
Melissa Weakly Hess	Geneos Wealth Management, Inc. other	Deutsche Bank Securities Inc. other	Other	Jun 18, 2007	Nov 30, 2007 (165 d)
John Malone Churchill	Geneos Wealth Management, Inc. other	Sii Investments, Inc. other	Other	May 22, 2007	May 11, 2007
Kimberley K Rains	Geneos Wealth Management, Inc. other	RBC Capital Markets, LLC national BD	Other	Apr 30, 2007	Apr 30, 2007
Scott Robert Koesterer	Geneos Wealth Management, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Mar 28, 2007	Apr 3, 2007
Charles Ryan Dunn	Geneos Wealth Management, Inc. other	Knox Capital Advisors, LLC other	Other	Mar 7, 2007	Mar 7, 2007
Gary Bruce Lage	Geneos Wealth Management, Inc. other	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Other	Mar 2, 2007	Mar 12, 2007
Tyson J Sterling	Geneos Wealth Management, Inc. other	Unified Wealth Management, LLC other	Other	Feb 16, 2007	Oct 15, 2007 (241 d)
James Allen Schmidt	Geneos Wealth Management, Inc. other	Schmidt Wealth Management state registered	Other	Jan 3, 2007	Dec 4, 2006
Louis Blyth Llanes	Geneos Wealth Management, Inc. other	Centric Investment Group Inc other	Other	Dec 31, 2006	Nov 29, 2011 (1794 d)
Michael James Giongo	Geneos Wealth Management, Inc. other	Osaic Fa, Inc. other	Other	Dec 31, 2006	Jan 10, 2018 (4028 d)
Matthew R Langdon	Geneos Wealth Management, Inc. other	Sterling Financial Advisors, LLC other	Other	Dec 31, 2006	Jan 3, 2007
Linda Lee Knighton	Geneos Wealth Management, Inc. other	Invest Financial Corporation other	Other	Dec 15, 2006	Dec 14, 2006
William Michael Krzesinski	Geneos Wealth Management, Inc. other	Osaic Fs, Inc. other	Other	Dec 4, 2006	Dec 14, 2006
Phillip Michael Valley	Geneos Wealth Management, Inc. other	Wall Street Financial Group, Inc other	Other	Sep 1, 2006	Sep 5, 2006
Jonathan Wayne Liang	Geneos Wealth Management, Inc. other	Ctb Financial Services, Ltd. other	Other	May 3, 2006	Mar 16, 2015 (3239 d)
Dennus Kyle Bradley Cooper	Geneos Wealth Management, Inc. other	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Other	Mar 23, 2006	Feb 7, 2007 (321 d)
Donald James Traugott	Geneos Wealth Management, Inc. other	Capital Financial Services, Inc. other	Other	Mar 23, 2006	Mar 22, 2006
Joseph Anthony Stumbroski	Geneos Wealth Management, Inc. other	Sii Investments, Inc. other	Other	Feb 27, 2006	May 22, 2007 (449 d)
Jerry Wayne Firebaugh	Geneos Wealth Management, Inc. other	Waynefirebaugh, Inc. state registered	Other	Feb 6, 2006	Feb 6, 2006
Michael Theodore Kuczinski	Geneos Wealth Management, Inc. other	United Securities Alliance, Inc. unclassified	Other	Jan 30, 2006	Jan 27, 2006
Eric A Keller	Geneos Wealth Management, Inc. other	Suntrust Investment Services, Inc. other	Other	Jan 23, 2006	Mar 30, 2009 (1162 d)

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193 moves match.