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Inactive

Joseph J Mooney

Geowealth Management LLC

San Ramon, CA

Chicago, IL

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Current Employers
Geowealth Management Llc

444 N. Michigan Avenue Suite 3150, Chicago, IL 60611 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-10-07
CA RA APPROVED 2025-09-29
  • IL RA
    APPROVED
    Since 2025-10-07
  • CA RA
    APPROVED
    Since 2025-09-29

Branch Locations

San Ramon, CA • United States

444 N. Michigan Avenue Suite 3150, Chicago, IL 60611 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Brokerage Corporation Pleasant Hill CA 02/2011 11/2016
Centurion Capital Group, Inc. Concord CA 09/2013 11/2016
Assetmark Brokerage, Llc Concord CA 08/2014 11/2016
Freedom Lnvestment Management, Inc. Harford CT 12/2016 07/2025
Portsmouth Financial Services San Francisco CA 01/2021 12/2022
Geowealth Management Llc Chicago IL 08/2025 Present
  • 02/2011 → 11/2016
    Capital Brokerage Corporation
    Pleasant Hill, CA
  • 09/2013 → 11/2016
    Centurion Capital Group, Inc.
    Concord, CA
  • 08/2014 → 11/2016
    Assetmark Brokerage, Llc
    Concord, CA
  • 12/2016 → 07/2025
    Freedom Lnvestment Management, Inc.
    Harford, CT
  • 01/2021 → 12/2022
    Portsmouth Financial Services
    San Francisco, CA
  • 08/2025 → Present
    Geowealth Management Llc
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-01-06
S63 Uniform Securities Agent State Law Examination 2002-04-01
  • S66 Uniform Combined State Law Examination
    2009-01-06
  • S63 Uniform Securities Agent State Law Examination
    2002-04-01
Other Names
  • Joseph John Mooney

View on SEC IAPD

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