Lisa Lee Gesin

Current Employers

Employment History

• 02/2007 → 12/2020
  Worth Financial Group Inc.
  Dallas, TX
• 11/2011 → 08/2017
  Swbc Investment Services, Llc
  San Antonio, TX
• 02/2016 → 10/2016
  Edi Financial, Inc.
  Irving, TX
• 02/2016 → 10/2016
  Edi Investment Advisor Corp
  Irving, TX
• 08/2006 → Present
  Gesin Consulting
  Dallas, TX
• 11/2017 → 11/2019
  Community Development Associates
  Frisco, TX
• 11/2017 → 11/2019
  Lone Star Pace
  Frisco, TX
• 12/2020 → Present
  Worth Financial Group, Inc.
  Dallas, TX

Previous Registrations

• 2017-11-07 → 2019-11-29
  Community Development Associates, Llc.
  Frisco, TX
• 2017-11-07 → 2019-11-29
  Lone Star Pace
  Frisco, TX
• 2016-02-17 → 2016-10-31
  Edi Investment Advisor Corporation
  Irving, TX
• 2007-09-06 → 2016-09-07
  Sunbelt Securities, Inc.
  Houston, TX
  Kerrville, TX
  Houston, TX
  Houston, TX
  Lubbock, TX
  Coppell, TX
  Dallas, TX
  Westminster, CO
  Hartford, WI
  Austin, TX
  Dallas, TX
  Ashland, KY
  Dallas, TX
  Denver, CO
  St Louis, MO
  Antioch, IL
  Grant Pass, OR
  Mt Laurel, NJ
  Easton, PA
  Stuart, NE
  Wisner, NE
  Scottsbluff, NE
  Dallas, TX
  Houston, TX
  Dallas, TX
• 2002-04-10 → 2004-02-06
  Chase Investment Services Corp.
  Houston, TX

Other Businesses

1) GESIN CONSULTING (OBA) INVESTMENT RELATED. THE OBA'S ADDRESS IS THE RR'S RESIDENTIAL ADDRESS. DBA FOR COMPLIANCE CONSULTING / SOLE PROPRIETOR. STARTED AUGUST 2006. HOURS/MONTH: APPROX. 180. DUTIES: COMPLIANCE & SUPERVISION FOR B/D, RIA, & MA FIRMS. 2) WORTH ASSET MANAGEMENT; INVESTMENT RELATED; 17855 DALLAS PARKWAY SUITE 150 DALLAS TX 75287; IA FIRM; CCO; 11/2022; 7-10 HRS/WK (MOST OUTSIDE OF TRADING HOURS); COMPLIANCE/SUPERVISION (NON-PRODUCING)

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-27
• S63 Uniform Securities Agent State Law Examination
  2000-02-25

Other Names

• Lisa Mccorkle Lee
• Lisa Mccorkle Gesin
• Lisa Lee Gesin
• Lisa Mccorkle Gesin