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2213 Allison Lane, Jeffersonville, IN 47130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2017-03-21 |
| IN | RA | APPROVED | 2017-03-20 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Genesis Properties | Prospect | KY | 06/2013 | Present |
| Pmb Capital Management Llc Dba Brookstone Financial | Jeffersonville | IN | 10/2016 | Present |
| New Genesis Custom Builders Llc | Prospect | KY | 01/2021 | Present |
| Brookstone Development Llc | Jeffersonville | IN | 04/2021 | 12/2022 |
| Usfeds Llc | Saint Charles | MO | 06/2023 | Present |
| New Genesis Wealth Management Llc | Prospect | KY | 02/2026 | Present |
(1)New Genesis Properties; Owner of small remodeling company since 6/2013; currently not operating but collecting rent from rental property. (2)Licensed insurance agent since 11/2016; investment related. Approximately 15% of his time is spent on this activity (80 hrs/month). (3)New Genesis Custom Builders LLC; Not investment related; Owner; Start date 01/2021; Prospect, KY; Approximately 10% of time. (4)USFeds LLC; Yes; Saint Charles, MO; Insurance Services; Consultant; 06/2023; 10/ HRS MO; 10/ HRS MO (4)New Genesis Wealth Management LLC; Yes; Saint Charles, MO; Insurance Services; Consultant; 02/2026; 10/ HRS MO; 10/ HRS MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-17 |
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