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Colton Patrick Shields
CRD#: 7262325
IA
Investment Adviser
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Broker
GENEOS WEALTH MANAGEMENT, INC.CRD#: 120894 713 MAIN STREET
COPPELL, TX 75019
Registration History
2022AprJulOct2023AprJulOct2024AprJulOct2025AprJulOct2026IAGENEOS WEALTH MANAGEMENT, INC. (CRD# 120894)2023 - Present (1 year)BGENEOS WEALTH MANAGEMENT, INC. (CRD# 120894)2022 - Present (2 years)
License(s)

State Registrations

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Missouri 6/30/2023

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Texas 2/15/2023

IA
Missouri 6/30/2023

IA
Texas 2/15/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
GENEOS WEALTH MANAGEMENT, INC. (CRD#:120894)
713 MAIN STREET, COPPELL, TX 75019
Registered with this firm since 2/15/2023

B
GENEOS WEALTH MANAGEMENT, INC. (CRD#:120894)
713 MAIN STREET, COPPELL, TX 75019
Registered with this firm since 10/7/2022

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B
Broker
IA
Investment Adviser
Disclosures
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