Geoffrey Helming Palenik

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-05-15
TX	RA	APPROVED_RES	2025-05-15

CA RA
APPROVED

Since 2025-05-15
TX RA
APPROVED_RES

Since 2025-05-15

Branch Locations

San Gabriel, CA • United States

680 E Colorado Blvd Ste 180, Pasadena, CA 91101 • 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

Organization	City	State	From	To
Cuso Financial Services Lp	San Diego	CA	09/2008	05/2025
Genesis Wealth Partners	San Marino	CA	01/2024	Present
Lpl Financial Llc	San Marino	CA	05/2025	Present

09/2008 → 05/2025

Cuso Financial Services Lp

San Diego, CA
01/2024 → Present

Genesis Wealth Partners

San Marino, CA
05/2025 → Present

Lpl Financial Llc

San Marino, CA

Previous Registrations

2008-09-16 → 2025-05-15

Cuso Financial Services, L.P.

Hawthorne, CA

South Pasadena, CA

San Marino, CA

San Diego, CA
2006-04-25 → 2008-07-10

Ameriprise Financial Services, Llc

Los Angeles, CA
2004-02-25 → 2006-04-26

Ameriprise Advisor Services, Inc.

Beverly Hills, CA

Century City, CA
2003-02-21 → 2004-03-01

Wells Fargo Investments, Llc

Los Angeles, CA

Other Businesses

1- 05/2025 / Genesis Wealth Partners Group LLC / DBA for LPL Business (entity for LPL business) / Investment Related / At location / 160 hrs mnth / 160 hrs during trading / start 01/27/2024

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-02-13

S66 Uniform Combined State Law Examination

2003-02-13

Designations

Other Names

Geoff Helming Palenik

View on SEC IAPD