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https://www.bbb.org/us/co/centennial/profile/investment-advisory-services/geneos-wealth-management-inc-0885-12053743
Geneos Wealth Management INC Investment Advisory Services. This is a multi-location business. Find a location. 9055 E Mineral Cir STE 200. ... When considering complaint information, please take ...
https://www.peopleclaim.com/complaint-history/geneos-wealth-management-centennial-co-825386
Complaint against Geneos Wealth Management? View complaint history and get your dispute resolved quickly. No lawyers. No filing fees. 100% online. PeopleClaim.com
http://www.mainaccount.com/gwm/
Geneos Wealth Management Statements allow you to easily consolidate and organize your investment accounts and generates in-depth compliance ready reports to use in your practice. Access your Geneos Wealth Management Statements anytime from anywhere in the world on our secure website.
https://www.sonnlaw.com/investigations/geneos-wealth-management-financial-advisor-samuel-monchik-faces-an-investor-complaint-alleging-unsuitable-energy-sector-investments/
Samuel Monchick is a registered broker and investment advisor. Since 2008, Mr. Monchick has been a representative of Geneos Wealth Management. BrokerCheck indicates that he is based in Lancaster, Pennsylvania. Recently, a customer filed a complaint against Mr. Monchick alleging illegitimate losses related to unsuitable investment recommendations.
https://www.stopbrokerfraud.com/news/joseph-sturniolo/
Nov 06, 2015 · According to his BrokerCheck report, Joseph Sturniolo is the subject of five customer complaints, one pending customer complaint, and two denied customer complaints. In 2015 a customer alleged Joseph Sturniolo, while employed at Geneos Wealth Management, recommended unsuitable investments. The complaint settled for $270,000.
https://www.israelsneuman.com/bradley-tennison-complaints-geneos-wealth-mesa-az/
Bradley Tennison of Geneos Wealth Management, Subject of Arizona Complaint Regarding the Joseph Project Charity . Have you lost money with financial advisor Bradley Tennison from Mesa, Arizona? The Law Firm of Israels & Neuman is investigating allegations made by the Arizona Corporation Commission against Bradley J. Tennison.
https://stockbrokerfraud.com/michael-john-osland/
Aug 13, 2018 · Michael John Osland of Scottsdale Arizona a stockbroker currently employed by Geneos Wealth Management Inc. is the subject of a customer initiated investment related arbitration claim where the customer sought $350,000.00 in damages founded on allegations that between 2008 and 2017, Osland made investment recommendations that were not suitable concerning (1) real estate securities …
https://www.courthousenews.com/wp-content/uploads/2019/10/Securities-fraud.pdf
IN THE UNITED STATES DISTRICT COURT . FOR THE WESTERN DISTRICT OF TEXAS . KINNIE MA INDIVIDUAL RETIREMENT ACCOUNT, individually and on behalf of all others
https://www.stopbrokerfraud.com/news/gary-linkous/
Oct 30, 2017 · According to his BrokerCheck report, Gary Linkous has received one customer complaint. In 2012 a customer alleged Gary Linkous, while employed at Geneos Wealth Management, misrepresented and omitted material facts in connection to a 1031 exchange completed in May 2008. The complaint settled in 2013 for $185,000.
https://www.securities-law-attorney.com/bradley-tennison/
May 17, 2018 · In April 2018 he was terminated from his position at Geneos Wealth Management in connection to allegations involving a customer complaint. In 2010 a customer alleged Bradley Tennison, while employed at Geneos Wealth Management, recommended an unsuitable limited partnership investment. The complaint settled for $10,000.
https://www.securitieslawattorneys.net/geneos-wealth-management/
Nov 05, 2015 · Geneos Wealth Management was censured and issued a fine of $12,500. If you have complaints regarding Geneos Wealth Management, call the securities and investment fraud law firm Fitapelli Kurta at 877-238-4175 for a free consultation. You may be entitled to recoup your losses.
https://www.securitieslawyersblog.com/advisor-samuel-monchik-subject-to-complaints-over-alternative-investments/
Dec 31, 2018 · Advisor Samuel Monchik (Monchik), currently employed by Geneos Wealth Management, Inc. (Geneos Wealth) has been subject to at least two customer — December 31, 2018 — Advisor Samuel Monchik Subject to Complaints Over Alternative Investments
https://stockbrokerfraud.com/geneos-wealth-management-schmidgall/
May 17, 2018 · Alan Dean Schmidgall of Jersey City New Jersey a stockbroker currently employed by Geneos Wealth Management Inc. is referenced in a customer initiated investment related written complaint which was resolved for $16,147.71 in damages based upon allegations that investment recommendations made to the customer were not suitable. FINRA Public Disclosure confirms that …
https://www.securitieslawattorneys.net/joseph-sterling/
Nov 16, 2017 · According to his BrokerCheck report, he has received one customer complaint and two pending customer complaints. In July 2017 a customer alleged Joseph Sterling, while employed at Geneos Wealth Management, made unsuitable recommendations of real estate securities. The customer is seeking $290,000 in damages in the pending complaint.
http://www.brokeandbroker.com/3594/finra-harbour-geneos-holt/
Harbour and Geneos Customers Win FINRA Arbitration Against Stockbroker ... , LLC, Geneos Wealth Management, Inc., and Mark David Holt ... Self Regulation Social Media Wey Rule 12805 Lehman Second Circuit jobs LIBOR Disgorgement Solicited RMBS Prison Net Capital Customer Complaint Lucia 2nd Circuit FINOP MetLife BrokeAndBroker.com Blog BOP ...
https://www.securitieslawyersblog.com/kenneth-ancell-subject-customer-complaints-alternative-investments/
Dec 05, 2017 · Current Geneos Wealth Management, Inc. (Geneos Wealth) broker Kenneth Ancell (Ancell) has been subject to two customer complaints. According to a BrokerCheck report many of the complaints concern alternative investments, private placements, and direct participation products (DPPs) such as non-traded real estate investment trusts (REITs). Our ...
Geneos Wealth Management is our broker dealer and they are based in Centennial, Colorado. Geneos is an independent Securities Broker/Dealer and Registered Investment Advisor that, through a network of successful professionals, provides financial and estate-planning services nationwide.
https://www.thinkadvisor.com/2019/11/14/finra-suspends-advisor-who-hid-50k-private-placement/
Nov 14, 2019 · News FINRA Suspends Advisor Who Hid $50K Private Placement The broker also has been slapped with $5,000 fine; he admitted asking the client to reach him via a …
https://www.sec.gov/whistleblower/nocas
Edward Durante, Abida Khan, Larry Werbel, Christopher Cervino, Walter Reissman, Kenneth Wise, and Evolution Partners Wealth Management LLC Case Number: 15-cv-09874 (United States District Court for the Southern District of New York) Date Filed: January 6, 2016
https://www.erezlaw.com/geneos-wealth-management-inc-financial-advisor-bradley-tennison-accused-of-selling-investments-away-from-firm/
Tennison was registered with Geneos Wealth Management, Inc. in Mesa, Arizona from 2005 to 2018, when he was terminated regarding, “The firm received a written complaint from a former client of Mr. Tennison’s expressing concerns about an investment she claims was recommended by Mr. Tennison in …
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