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John Philip Genco

Whalerock Point Partners, LLC

West Palm Beach, FL

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Current Employers
Whalerock Point Partners, Llc

319 Clematis Street Suite 610, West Palm Beach, FL 33401 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2018-08-01
  • RI RA
    APPROVED
    Since 2018-08-01

Branch Locations

319 Clematis Street Suite 610, West Palm Beach, FL 33401 • 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
Whalerock Point Partners, Llc Providence RI 07/2018 Present
Whalerock Point Partners Providence RI 07/2018 Present
Beaumont Financial Partners Needham MA 09/2012 06/2018
  • 07/2018 → Present
    Whalerock Point Partners, Llc
    Providence, RI
  • 07/2018 → Present
    Whalerock Point Partners
    Providence, RI
  • 09/2012 → 06/2018
    Beaumont Financial Partners
    Needham, MA
Previous Registrations
  • 2013-04-29 → 2018-07-30
    Beaumont Financial Partners Llc
    Needham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-04-22
  • S65 Uniform Investment Adviser Law Examination
    2013-04-22
Designations

View on SEC IAPD

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