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Adrian Baldeon

Genesis Wealth Advisors, LLC

Braintree, MA

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Current Employers
Genesis Wealth Advisors, Llc

400 Washington Street Suite 308, Braintree, MA 02184 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-03-13
  • MA RA
    APPROVED
    Since 2023-03-13

Branch Locations

400 Washington Street Suite 308, Braintree, MA 02184 • 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
Tgi Fridays Braintree MA 04/2014 04/2018
Launch Sight Productions Llc N. Weymouth MA 03/2013 03/2018
110 Grill Braintree MA 07/2017 07/2020
Usa Financial Securities Ada MI 03/2019 03/2022
Adviser Investments, Llc Newton MA 04/2022 02/2023
Genesis Wealth Advisors, Llc Braintree MA 03/2023 Present
  • 04/2014 → 04/2018
    Tgi Fridays
    Braintree, MA
  • 03/2013 → 03/2018
    Launch Sight Productions Llc
    N. Weymouth, MA
  • 07/2017 → 07/2020
    110 Grill
    Braintree, MA
  • 03/2019 → 03/2022
    Usa Financial Securities
    Ada, MI
  • 04/2022 → 02/2023
    Adviser Investments, Llc
    Newton, MA
  • 03/2023 → Present
    Genesis Wealth Advisors, Llc
    Braintree, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-02
S63 Uniform Securities Agent State Law Examination 2019-04-01
  • S65 Uniform Investment Adviser Law Examination
    2019-08-02
  • S63 Uniform Securities Agent State Law Examination
    2019-04-01
Designations
Other Names
  • Aj Baldeon

View on SEC IAPD

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Other Offices

NAPIER FINANCIAL · BRAINTREE, MA
MG FINANCIAL LLC · BRAINTREE, MA
MUTUAL OF OMAHA INVESTOR SERVICES, INC. · BRAINTREE, MA
GREAT VALLEY ADVISOR GROUP, LLC · BRAINTREE, MA
VOYA RETIREMENT ADVISORS, LLC · Braintree, MA
GREAT VALLEY ADVISOR GROUP, LLC · Braintree, MA
PEDDOCK CAPITAL ADVISORS, LLC · BRAINTREE, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BRAINTREE, MA

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