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Inactive

Genevieve M Crisera

Berman Mcaleer

Timonium, MD

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Current Employers
Berman Mcaleer

9690 Deereco Road Suite 800, Timonium, MD 21093 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-02-13
  • MD RA
    APPROVED
    Since 2025-02-13

Branch Locations

9690 Deereco Road Suite 800, Timonium, MD 21093 • 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
M Holding Securities, Inc Portland OR 04/2010 10/2020
L. Warner Companies, Inc Timonium MD 04/2010 10/2020
Homemaker Parkton MD 11/2020 01/2021
Kestra Investment Services, Llc New York NY 02/2021 03/2025
Kestra Advisory Services, Llc New York NY 02/2021 03/2025
Berman Mcaleer Timonium MD 01/2025 Present
  • 04/2010 → 10/2020
    M Holding Securities, Inc
    Portland, OR
  • 04/2010 → 10/2020
    L. Warner Companies, Inc
    Timonium, MD
  • 11/2020 → 01/2021
    Homemaker
    Parkton, MD
  • 02/2021 → 03/2025
    Kestra Investment Services, Llc
    New York, NY
  • 02/2021 → 03/2025
    Kestra Advisory Services, Llc
    New York, NY
  • 01/2025 → Present
    Berman Mcaleer
    Timonium, MD
Previous Registrations
Designations
Other Names
  • Genevieve Lawrence
  • Genevieve Lawrence
  • Genevieve Crisera

View on SEC IAPD

Other Firms

L. K. BENSON & COMPANY, P.C.
THE L. WARNER COMPANIES, INC
KAWG&F FINANCIAL PLANNING GROUP LLC
WAYPOINT WEALTH MANAGEMENT
KBSTM PARTNERS, LLC
CAPITAL PORTFOLIO MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EQUITY SERVICES, INC.

Other Investors

LYLE KRAUS BENSON
CHRISTOPHER DAVID BENSON
SUSAN MICHELE MITCHELTREE
KIMBERLY M. SILVESTRI
DAVID LEE BERMAN
PATRICK JOSEPH MONAGHAN
MELANIE DEE HAGAN
ANDREW T COOK

Other Offices

L. K. BENSON & COMPANY, P.C. · TIMONIUM, MD
THE L. WARNER COMPANIES, INC · TIMONIUM, MD
KAWG&F FINANCIAL PLANNING GROUP LLC · TIMONIUM, MD
WAYPOINT WEALTH MANAGEMENT · TIMONIUM, MD
KBSTM PARTNERS, LLC · TIMONIUM, MD
CAPITAL PORTFOLIO MANAGEMENT, INC. · TIMONIUM, MD
AMERIPRISE FINANCIAL SERVICES, LLC · Timonium, MD
EQUITY SERVICES, INC. · TIMONIUM, MD

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