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Deep Patel

Genrise Wealth Advisors LLC

Mt. Laurel, NJ

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Current Employers
Genrise Wealth Advisors Llc

309 Fellowship Rd Suite 200, Mt. Laurel, NJ 08054 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-01-19
  • NJ RA
    APPROVED
    Since 2022-01-19

Branch Locations

309 Fellowship Rd Suite 200, Mt. Laurel, NJ 08054 • 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
Advisors Asset Management, Inc Monument CO 05/2014 10/2021
Genrise Wealth Advisors Llc South Plainfield NJ 11/2021 Present
Genrise Wealth Advisors Llc South Plainfield NJ 01/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-22
  • S66 Uniform Combined State Law Examination
    2011-10-22

View on SEC IAPD

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