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Jeffrey Conrad Alan Phelps

Genevacircle Corporate Solutions LLC

Atlanta, GA

CRD 6623151

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Employer firm

Genevacircle Corporate Solutions LLC CRD 283220

Reported services (Item 5G)

  • Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

Current Employers
Genevacircle Corporate Solutions Llc

Atlanta, GA • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2016-11-22
  • GA RA
    APPROVED
    Since 2016-11-22

Branch Locations

Atlanta, GA • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-04
S63 Uniform Securities Agent State Law Examination 2007-06-08
  • S65 Uniform Investment Adviser Law Examination
    2016-02-04
  • S63 Uniform Securities Agent State Law Examination
    2007-06-08
Other Names
  • Jeffrey Alan Phelps

View on SEC IAPD

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