Best Investors Account Sign in

Thomas Michael Genco

Lincoln Investment

Cleveland, OH

Beacon Financial Advisory LLC

Cleveland, OH

Cleveland, OH

Capital Analysts

Cleveland, OH

Claim This Profile
Current Employers
Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-10-11
  • OH RA
    APPROVED
    Since 2024-10-11

Branch Locations

1111 Superior Ave. Suite 2500, Cleveland, OH 44114 • United States

Beacon Financial Advisory Llc

25825 Science Park Drive Suite 110, Cleveland, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2015-08-07
  • OH RA
    APPROVED
    Since 2015-08-07

Branch Locations

25825 Science Park Drive Suite 110, Cleveland, OH 44122 • United States

1111 Superior Avenue E Suite 2500, Cleveland, OH 44114 • United States

Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2012-06-05
  • OH RA
    APPROVED
    Since 2012-06-05

Branch Locations

1422 Euclid Avenue, Ste 801, Cleveland, OH 44115 • 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
Lincoln Investment Cleveland OH 06/2012 Present
Beacon Financial Advisory Llc Beachwood OH 08/2015 Present
Previous Registrations
  • 2010-04-26 → 2012-06-01
    Cincinnati Analysts, Inc.
    Cleveland, OH
    Cincinnati, OH
  • 2007-06-13 → 2010-05-21
    Sanders Morris Llc
    Cleveland, OH
    Beachwood, OH
  • 2000-01-01 → 2007-06-15
    Osaic Fa, Inc.
    Cleveland, OH
    Cleveland, OH
Other Businesses

BEACON FINANCIAL PARTNERS POSITION: Agent NATURE: Fixed Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/1998 ADDRESS: 25825 Science Park Dr, Suite 110, cleveland OH 44122, United States DESCRIPTION: Sales and service of Life insurance products BEACON FINANCIAL ADVISORY LLC POSITION: IAR, CFP NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/01/1998 ADDRESS: 25825 Science Park Dr., Suite 110, Cleveland OH 44122, United States DESCRIPTION: Financial advisor duties PEASE & ASSOCIATES POSITION: CPA independent contractor NATURE: Accounting firm INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 07/01/1998 ADDRESS: 1111 Superior Avenue, Suite 2500, Cleveland OH 44114, United States DESCRIPTION: Tax compliance and preparation

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-11-30
  • S63 Uniform Securities Agent State Law Examination
    1998-11-30
Designations
Other Names
  • Tom Genco

View on SEC IAPD

Other Firms

FIRST FIDUCIARY INVESTMENT COUNSEL INC
INDEPENDENCE WEALTH ADVISORS, LLC
VOYA FINANCIAL ADVISORS, INC.
EAGLE STRATEGIES LLC
W&S BROKERAGE SERVICES, INC.
M HOLDINGS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MAI CAPITAL MANAGEMENT, LLC

Other Investors

LAURA ANN COLLINS
ANDREW JOSEPH GIVENS
WILLIAM STONE HENRY
JOSEPH QUERY
Alec Acampora
William Eugene Tomlinson
Ashley Celeste Kabalan
MITCHELL ALBAN KOTHEIMER

Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

More in Cleveland, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor