Adviser and broker representative · Geneos Wealth Management, Inc.
Larry R. Mitchell
CRD 1157656 · Glendale, AZ
At a glance
Larry R. Mitchell is an investment adviser representative with Geneos Wealth Management, Inc. in Glendale, AZ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Larry’s SEC record dates to 2005, about 20 years ago. Larry is also registered as a broker representative.
Current advisory firm
- Geneos Wealth Management, Inc.Since June 2006Glendale, AZ · $9.2B in regulatory assets
SEC adviser record
- Registered since
- 2005 (20 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Larry’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.